Summit Financial Group’s Carrier Global CARR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-4,004	Closed	-$217K	–	212
2021 Q4	$217K	Hold	4,004	–	–	0.07%	204
2021 Q3	$207K	Buy	+4,004	New	+$207K	0.07%	199
2020 Q3	–	Sell	-9,784	Closed	-$218K	–	155
2020 Q2	$218K	Buy	+9,784	New	+$218K	0.11%	144