JFS Wealth Advisors’s Carpenter Technology CRS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $8.84K | Hold |
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|
2025
Q2 | $9.95K | Hold |
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|
2025
Q1 | $6.52K | Buy |
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|
2024
Q4 | $5.77K | Buy |
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|
2024
Q3 | $4.95K | Buy |
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|
2024
Q2 | $3.18K | Buy |
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|
2024
Q1 | $1.43K | Sell |
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|
2023
Q4 | $1.91K | Buy |
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|
2023
Q3 | $1.68K | Buy |
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|
2023
Q2 | $1.01K | Hold |
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|
2023
Q1 | $806 | Buy |
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|
2022
Q4 | $628 | Buy |
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|
2022
Q3 | $0 | Buy |
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|
2022
Q2 | $0 | Sell |
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|
2022
Q1 | $0 | Buy |
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|
2021
Q4 | $0 | Buy |
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