Mission Wealth Management’s Carpenter Technology CRS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $494K | Buy |
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|
2025
Q2 | $554K | Sell |
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|
2025
Q1 | $364K | Buy |
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|
2024
Q4 | $328K | Sell |
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|
2024
Q3 | $377K | Hold |
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|
2024
Q2 | $259K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $221K | Hold |
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|
2016
Q3 | $252K | Hold |
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|
2016
Q2 | $201K | Hold |
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|
2016
Q1 | $209K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $237K | Buy |
|