Bright Futures 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
Q1
$465K Sell
2,775
-10
-0.4% -$1.68K 0.51% 59
2024
Q4
$582K Sell
2,785
-48
-2% -$10K 0.52% 56
2024
Q3
$452K Hold
2,833
0.22% 126
2024
Q2
$386K Hold
2,833
0.21% 130
2024
Q1
$303K Buy
+2,833
New +$303K 0.16% 154