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Spurstone Advisory Services’s Carrier Global CARR Stock Holding History

Spurstone Advisory Services’s Portfolio CARR Stock Details CARR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-2,000
Closed -$137K – 106
2024
Q4 		$137K Buy
+2,000
New +$137K 2.6% 12