Meridian 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-9,560
| Closed | -$564K | – | 164 |
|
|
2018
Q3 | $564K | Hold |
9,560
| – | – | 0.24% | 73 |
|
|
2018
Q2 | $503K | Buy |
9,560
+234
| +3% | +$12.3K | 0.24% | 86 |
|
|
2018
Q1 | $398K | Sell |
9,326
-44
| -0.5% | -$1.88K | 0.2% | 105 |
|
|
2017
Q4 | $450K | Hold |
9,370
| – | – | 0.28% | 86 |
|
|
2017
Q3 | $450K | Buy |
+9,370
| New | +$450K | 0.29% | 84 |
|