OneDigital Investment 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	$463K	Sell	1,675 -76	-4%	-$21K	0.01%	931
2025 Q1	$317K	Buy	1,751 +528	+43%	+$95.7K	﹤0.01%	1073
2024 Q4	$208K	Sell	1,223 -613	-33%	-$104K	﹤0.01%	1321
2024 Q3	$293K	Buy	+1,836	New	+$293K	﹤0.01%	1162