Great Valley Advisor Group’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	$490K	Buy	1,772 +28	+2%	+$7.74K	0.01%	610
2025 Q1	$316K	Buy	1,744 +376	+27%	+$68.1K	0.01%	707
2024 Q4	$232K	Hold	1,368	–	–	0.01%	773
2024 Q3	$218K	Sell	1,368 -1,000	-42%	-$159K	0.01%	784
2024 Q2	$259K	Buy	+2,368	New	+$259K	0.01%	678