Integrated 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-18
| Closed | -$1K | – | 379 |
|
|
2016
Q3 | $1K | Hold |
18
| – | – | ﹤0.01% | 1130 |
|
|
2016
Q2 | $1K | Hold |
18
| – | – | ﹤0.01% | 1156 |
|
|
2016
Q1 | $1K | Hold |
18
| – | – | ﹤0.01% | 1072 |
|
|
2015
Q4 | $1K | Hold |
18
| – | – | ﹤0.01% | 1167 |
|
|
2015
Q3 | $1K | Hold |
18
| – | – | ﹤0.01% | 1182 |
|
|
2015
Q2 | $1K | Buy |
18
+10
| +125% | +$556 | ﹤0.01% | 1218 |
|
|
2015
Q1 | $0 | Buy |
+8
| New | – | ﹤0.01% | 1299 |
|