MPS Loria Financial Planners’s Carpenter Technology CRS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-230
| Closed | -$9K | – | 207 |
|
|
2021
Q1 | $9K | Hold |
230
| – | – | ﹤0.01% | 301 |
|
|
2020
Q4 | $6K | Buy |
230
+2
| +0.9% | +$52 | ﹤0.01% | 345 |
|
|
2020
Q3 | $4K | Buy |
228
+2
| +0.9% | +$35 | ﹤0.01% | 279 |
|
|
2020
Q2 | $5K | Buy |
+226
| New | +$5K | ﹤0.01% | 282 |
|
|
2017
Q3 | – | Sell |
-214
| Closed | -$8K | – | 140 |
|
|
2017
Q2 | $8K | Buy |
+214
| New | +$8K | 0.01% | 304 |
|