Summit Wealth Group’s Carrier Global CARR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-19,947	Closed	–	–	101
2023 Q1	$0	Buy	+19,947	New	–	﹤0.01%	167
2021 Q3	–	Sell	-441	Closed	-$21K	–	69
2021 Q2	$21K	Hold	441	–	–	0.03%	73
2021 Q1	$19K	Buy	+441	New	+$19K	0.03%	71