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Whipplewood Advisors’s Carrier Global CARR Stock Holding History

Whipplewood Advisors’s Portfolio CARR Stock Details CARR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$18.7K Buy
255
+58
+29% +$4.25K 0.01% 475
2025
Q1 		$16.1K Sell
197
-64
-25% -$5.23K 0.01% 486
2024
Q4 		$17.8K Buy
+261
New +$17.8K 0.01% 460