Curi 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-299
| Closed | -$8K | – | 300 |
|
|
2022
Q2 | $8K | Hold |
299
| – | – | ﹤0.01% | 399 |
|
|
2022
Q1 | $12K | Hold |
299
| – | – | ﹤0.01% | 341 |
|
|
2021
Q4 | $8K | Buy |
+299
| New | +$8K | ﹤0.01% | 334 |
|
|
2021
Q1 | – | Sell |
-299
| Closed | -$8K | – | 185 |
|
|
2020
Q4 | $8K | Buy |
+299
| New | +$8K | 0.01% | 273 |
|