GeoWealth Management’s Carpenter Technology CRS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-18	Closed	-$3.05K	–	1225
2024 Q4	$3.05K	Buy	18 +2	+13%	+$339	﹤0.01%	1608
2024 Q3	$2.55K	Buy	+16	New	+$2.55K	﹤0.01%	1539