Focus Partners Wealth’s Carpenter Technology CRS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.22M Sell
4,398
-217
-5% -$60K ﹤0.01% 1056
2025
Q1
$836K Buy
4,615
+314
+7% +$56.9K ﹤0.01% 1119
2024
Q4
$730K Sell
4,301
-278
-6% -$47.2K ﹤0.01% 1159
2024
Q3
$731K Buy
+4,579
New +$731K ﹤0.01% 1016