Choate Investment Advisors’s Carpenter Technology CRS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-7,600
| Closed | -$538K | – | 411 |
|
2023
Q4 | $538K | Hold |
7,600
| – | – | 0.02% | 237 |
|
2023
Q3 | $511K | Hold |
7,600
| – | – | 0.02% | 236 |
|
2023
Q2 | $427K | Hold |
7,600
| – | – | 0.02% | 220 |
|
2023
Q1 | $340K | Hold |
7,600
| – | – | 0.02% | 215 |
|
2022
Q4 | $281K | Buy |
+7,600
| New | +$281K | 0.02% | 230 |
|