JFS Wealth Advisors’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 | $9.95K | Hold |
36
| – | – | ﹤0.01% | 867 |
|
|
2025
Q1 | $6.52K | Buy |
36
+2
| +6% | +$362 | ﹤0.01% | 1018 |
|
|
2024
Q4 | $5.77K | Buy |
34
+3
| +10% | +$509 | ﹤0.01% | 1072 |
|
|
2024
Q3 | $4.95K | Buy |
31
+2
| +7% | +$319 | ﹤0.01% | 1124 |
|
|
2024
Q2 | $3.18K | Buy |
29
+9
| +45% | +$986 | ﹤0.01% | 1250 |
|
|
2024
Q1 | $1.43K | Sell |
20
-7
| -26% | -$500 | ﹤0.01% | 1558 |
|
|
2023
Q4 | $1.91K | Buy |
27
+2
| +8% | +$142 | ﹤0.01% | 1460 |
|
|
2023
Q3 | $1.68K | Buy |
25
+7
| +39% | +$471 | ﹤0.01% | 1430 |
|
|
2023
Q2 | $1.01K | Hold |
18
| – | – | ﹤0.01% | 1602 |
|
|
2023
Q1 | $806 | Buy |
18
+1
| +6% | +$45 | ﹤0.01% | 1633 |
|
|
2022
Q4 | $628 | Buy |
17
+2
| +13% | +$74 | ﹤0.01% | 1695 |
|
|
2022
Q3 | $0 | Buy |
15
+6
| +67% | – | ﹤0.01% | 1767 |
|
|
2022
Q2 | $0 | Sell |
9
-1
| -10% | – | ﹤0.01% | 1783 |
|
|
2022
Q1 | $0 | Buy |
10
+7
| +233% | – | ﹤0.01% | 1843 |
|
|
2021
Q4 | $0 | Buy |
+3
| New | – | ﹤0.01% | 1743 |
|