Compass Wealth Management’s Carpenter Technology CRS Stock Holding History

Compass Wealth Management’s Portfolio CRS Stock Details CRS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell
2024 Q4	$238K	Sell
2024 Q3	$311K	Sell
2024 Q2	$384K	Sell
2024 Q1	$268K	Sell
2023 Q4	$308K	Hold
2023 Q3	$292K	Sell
2023 Q2	$286K	Sell
2023 Q1	$329K	Sell
2022 Q4	$283K	Buy