Sheaff Brock Investment 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 Q1	$733K	Hold	11,565	–	–	0.07%	209
2024 Q4	$789K	Sell	11,565 -1,700	-13%	-$116K	0.07%	193
2024 Q3	$1.07M	Buy	+13,265	New	+$1.07M	0.09%	163
2024 Q2	–	Sell	-9,034	Closed	-$525K	–	460
2024 Q1	$525K	Buy	+9,034	New	+$525K	0.03%	277