Steward Partners Investment Advisory’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 | $3.59K | Buy |
+13
| New | +$3.59K | ﹤0.01% | 3585 |
|
|
2022
Q2 | – | Sell |
-200
| Closed | -$8K | – | 3260 |
|
|
2022
Q1 | $8K | Buy |
+200
| New | +$8K | ﹤0.01% | 2733 |
|
|
2021
Q2 | – | Sell |
-500
| Closed | -$20.6K | – | 7144 |
|
|
2021
Q1 | $20.6K | Buy |
+500
| New | +$20.6K | ﹤0.01% | 2465 |
|
|
2018
Q4 | – | Sell |
-33
| Closed | -$2K | – | 1028 |
|
|
2018
Q3 | $2K | Hold |
33
| – | – | ﹤0.01% | 2353 |
|
|
2018
Q2 | $2K | Buy |
+33
| New | +$2K | ﹤0.01% | 2202 |
|