AE Wealth Management’s Carpenter Technology CRS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$234K	Buy	+846	New	+$234K	﹤0.01%	1235
2023 Q2	–	Sell	-4,862	Closed	-$218K	–	1926
2023 Q1	$218K	Buy	+4,862	New	+$218K	﹤0.01%	1697
2020 Q3	–	Sell	-35,148	Closed	-$853K	–	1272
2020 Q2	$853K	Buy	+35,148	New	+$853K	0.01%	675