WoodTrust Financial’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	$222K	Buy	+3,040	New	+$222K	0.03%	142
2025 Q1	–	Sell	-3,040	Closed	-$208K	–	165
2024 Q4	$208K	Hold	3,040	–	–	0.03%	171
2024 Q3	$245K	Buy	+3,040	New	+$245K	0.03%	168