Lido 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 | $233K | Buy |
+843
| New | +$233K | ﹤0.01% | 1308 |
|
|
2025
Q1 | – | Sell |
-2,817
| Closed | -$478K | – | 1384 |
|
|
2024
Q4 | $478K | Buy |
+2,817
| New | +$478K | ﹤0.01% | 935 |
|
|
2024
Q3 | – | Sell |
-3,171
| Closed | -$348K | – | 1277 |
|
|
2024
Q2 | $348K | Sell |
3,171
-273
| -8% | -$29.9K | ﹤0.01% | 940 |
|
|
2024
Q1 | $246K | Buy |
3,444
+320
| +10% | +$22.9K | ﹤0.01% | 1071 |
|
|
2023
Q4 | $221K | Buy |
+3,124
| New | +$221K | ﹤0.01% | 1057 |
|