WMS Partners’s Carrier Global CARR Stock Holding History

WMS Partners’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
2024 Q4	–	Sell
2024 Q3	$209K	Buy
2022 Q1	–	Sell
2021 Q4	$282K	Buy
2021 Q3	$263K	Buy
2021 Q2	$247K	Sell
2021 Q1	$238K	Sell
2020 Q4	$250K	Sell
2020 Q3	$286K	Sell
2020 Q2	$257K	Buy