SSWM
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Smith Salley Wealth Management’s Carrier Global CARR Stock Holding History

Smith Salley Wealth Management’s Portfolio CARR Stock Details CARR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-26,718
Closed -$1.53M – 226
2023
Q4 		$1.53M Buy
+26,718
New +$1.53M 0.1% 122