Arete Wealth Advisors’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	$614K	Buy	2,223 +13	+0.6%	+$3.59K	0.04%	362
2025 Q1	$400K	Sell	2,210 -169	-7%	-$30.6K	0.03%	450
2024 Q4	$406K	Sell	2,379 -44	-2%	-$7.51K	0.03%	472
2024 Q3	$384K	Buy	2,423 +169	+7%	+$26.8K	0.03%	445
2024 Q2	$245K	Buy	+2,254	New	+$245K	0.02%	589