Sullivan, Bruyette, Speros & Blaney’s Carrier Global CARR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q1	$243K	Buy	5,758 +2,127	+59%	+$89.8K	0.01%	269
2020 Q4	$137K	Sell	3,631 -38	-1%	-$1.43K	0.01%	341
2020 Q3	$112K	Buy	+3,669	New	+$112K	0.01%	329