Liberty 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-134
| Closed | -$2K | – | 961 |
|
|
2020
Q3 | $2K | Buy |
134
+2
| +2% | +$30 | ﹤0.01% | 753 |
|
|
2020
Q2 | $3K | Hold |
132
| – | – | ﹤0.01% | 687 |
|
|
2020
Q1 | $3K | Sell |
132
-11
| -8% | -$250 | ﹤0.01% | 663 |
|
|
2019
Q4 | $7K | Buy |
143
+1
| +0.7% | +$49 | 0.01% | 610 |
|
|
2019
Q3 | $7K | Hold |
142
| – | – | 0.01% | 575 |
|
|
2019
Q2 | $7K | Buy |
142
+1
| +0.7% | +$49 | 0.01% | 588 |
|
|
2019
Q1 | $6K | Hold |
141
| – | – | ﹤0.01% | 505 |
|
|
2018
Q4 | $5K | Buy |
+141
| New | +$5K | ﹤0.01% | 540 |
|