Nvest Financial’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
$415K Hold
1,500
0.22% 75
2025
Q1
$272K Hold
1,500
0.15% 89
2024
Q4
$255K Buy
+1,500
New +$255K 0.13% 101