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