Valmark Advisers’s Carrier Global CARR Stock Holding History

Valmark Advisers’s Portfolio CARR Stock Details CARR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$359K	Buy
2025 Q1	$299K	Sell
2024 Q4	$326K	Buy
2024 Q3	$314K	Buy
2024 Q2	$242K	Buy
2023 Q2	–	Sell
2023 Q1	$218K	Buy
2022 Q2	–	Sell
2022 Q1	$222K	Hold
2021 Q4	$262K	Buy