Sage Mountain Advisors’s Carrier Global CARR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$238K	Sell	3,255 -317	-9%	-$23.2K	0.02%	374
2025 Q1	$226K	Sell	3,572 -401	-10%	-$25.4K	0.02%	354
2024 Q4	$271K	Sell	3,973 -446	-10%	-$30.4K	0.02%	319
2024 Q3	$356K	Buy	4,419 +702	+19%	+$56.5K	0.03%	251
2024 Q2	$234K	Buy	+3,717	New	+$234K	0.02%	308