SSWM
Sheets Smith Wealth Management’s Carpenter Technology CRS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.23M | Hold |
4,445
| – | – | 0.14% | 138 |
|
|
2025
Q1 | $805K | Hold |
4,445
| – | – | 0.1% | 185 |
|
|
2024
Q4 | $754K | Sell |
4,445
-79
| -2% | -$13.4K | 0.09% | 193 |
|
|
2024
Q3 | $722K | Sell |
4,524
-602
| -12% | -$96.1K | 0.09% | 196 |
|
|
2024
Q2 | $562K | Buy |
+5,126
| New | +$562K | 0.07% | 228 |
|