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Sequoia Financial Advisors’s Carpenter Technology CRS Stock Holding History

Sequoia Financial Advisors’s Portfolio CRS Stock Details CRS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$546K Buy
1,975
+212
+12% +$58.6K ﹤0.01% 948
2025
Q1 		$319K Sell
1,763
-159
-8% -$28.8K ﹤0.01% 1026
2024
Q4 		$326K Sell
1,922
-371
-16% -$63K ﹤0.01% 984
2024
Q3 		$366K Buy
2,293
+42
+2% +$6.7K ﹤0.01% 882
2024
Q2 		$247K Buy
+2,251
New +$247K ﹤0.01% 974