VCI Wealth Management’s Carrier Global CARR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.18M	Buy	16,166 +1,646	+11%	+$120K	0.41%	67
2025 Q1	$921K	Sell	14,520 -8,687	-37%	-$551K	0.39%	75
2024 Q4	$1.58M	Buy	23,207 +4,966	+27%	+$339K	0.67%	49
2024 Q3	$1.47M	Buy	+18,241	New	+$1.47M	0.65%	43