Plante Moran Financial Advisors’s Carpenter Technology CRS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-56
| Closed | -$4K | – | 795 |
|
|
2014
Q2 | $4K | Hold |
56
| – | – | ﹤0.01% | 690 |
|
|
2014
Q1 | $4K | Hold |
56
| – | – | ﹤0.01% | 490 |
|
|
2013
Q4 | $3K | Hold |
56
| – | – | ﹤0.01% | 583 |
|
|
2013
Q3 | $3K | Hold |
56
| – | – | ﹤0.01% | 513 |
|
|
2013
Q2 | $3K | Buy |
+56
| New | +$3K | ﹤0.01% | 495 |
|