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  Name: Carr Financial Group Corp
  City: WORCESTER
  State: MA
  Zip: 01605
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $300,547,000
  Total Value Change : $30,293,000
  Securities Held Change : 12
   
All Securities Held : 179
  New Positions : 16
  Closed Positions : 5
  Increased Positions : 58
  Unchanged Positions : 51
  Decreased Positions : 54

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Holdings Found : 5     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (ENPH)1 Year Chart         ENPH Enphase Energy, Inc. 181 Closed $116.85 $0 0 0% -245,000 -1,854 0    Semiconductor Equipme...
   (JBLU)1 Year Chart         JBLU JetBlue Airways Corp 180 Closed $6.11 $0 0 0% -69,000 -12,435 0    Regional Airlines
   (NEE)1 Year Chart         NEE NextEra Energy 179 Closed $76.41 $0 0 0% -201,000 -3,307 0    Electric Utilities
   (SPLV)1 Year Chart         SPLV Powershares S&Amp;P 500 Low... 183 Closed $65.98 $0 0 0% -272,000 -4,347 0    N/A
   (AMT)1 Year Chart         AMT American Tower Corp 182 Closed $194.94 $0 0 0% -217,000 -1,005 0    Integrated Telecommun...

      5 Records Found
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