EverSource Wealth Advisors’s Carpenter Technology CRS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $124K | Buy |
450
+361
| +406% | +$99.8K | 0.01% | 1078 |
|
|
2025
Q1 | $16.1K | Sell |
89
-580
| -87% | -$105K | ﹤0.01% | 1817 |
|
|
2024
Q4 | $114K | Buy |
669
+71
| +12% | +$12.1K | 0.01% | 867 |
|
|
2024
Q3 | $95.4K | Buy |
598
+113
| +23% | +$18K | 0.01% | 802 |
|
|
2024
Q2 | $70.7K | Buy |
485
+178
| +58% | +$26K | ﹤0.01% | 937 |
|
|
2024
Q1 | $26.3K | Buy |
307
+231
| +304% | +$19.8K | ﹤0.01% | 1237 |
|
|
2023
Q4 | $5.38K | Sell |
76
-115
| -60% | -$8.14K | ﹤0.01% | 1826 |
|
|
2023
Q3 | $12.8K | Hold |
191
| – | – | ﹤0.01% | 1322 |
|
|
2023
Q2 | $10.7K | Buy |
191
+85
| +80% | +$4.77K | ﹤0.01% | 1406 |
|
|
2023
Q1 | $4.75K | Hold |
106
| – | – | ﹤0.01% | 1657 |
|
|
2022
Q4 | $3.92K | Sell |
106
-46
| -30% | -$1.7K | ﹤0.01% | 1698 |
|
|
2022
Q3 | $4K | Buy |
152
+49
| +48% | +$1.29K | ﹤0.01% | 1423 |
|
|
2022
Q2 | $3K | Buy |
103
+19
| +23% | +$553 | ﹤0.01% | 1387 |
|
|
2022
Q1 | $4K | Sell |
84
-39
| -32% | -$1.86K | ﹤0.01% | 1321 |
|
|
2021
Q4 | $4K | Buy |
+123
| New | +$4K | ﹤0.01% | 1316 |
|