Surevest’s Carrier Global CARR Stock Holding History

Surevest’s Portfolio CARR Stock Details CARR Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$206K	Sell
2022 Q2	$220K	Buy
2022 Q1	$258K	Hold
2021 Q4	$306K	Sell
2021 Q3	$378K	Buy
2021 Q2	$328K	Buy
2021 Q1	$281K	Buy
2020 Q4	$251K	Sell
2020 Q3	$210K	Buy