Jones Financial Companies’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 | $324K | Buy |
1,173
+255
| +28% | +$70.4K | ﹤0.01% | 1456 |
|
|
2025
Q1 | $166K | Buy |
918
+89
| +11% | +$16.1K | ﹤0.01% | 1563 |
|
|
2024
Q4 | $141K | Buy |
829
+252
| +44% | +$42.8K | ﹤0.01% | 1496 |
|
|
2024
Q3 | $91.7K | Buy |
577
+172
| +42% | +$27.4K | ﹤0.01% | 1439 |
|
|
2024
Q2 | $44.4K | Buy |
405
+155
| +62% | +$17K | ﹤0.01% | 1291 |
|
|
2024
Q1 | $17.9K | Buy |
+250
| New | +$17.9K | ﹤0.01% | 933 |
|