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Waverly Advisors’s Carpenter Technology CRS Stock Holding History

Waverly 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
2014
Q4 		– Sell
-1,600
Closed -$72K – 479
2014
Q3 		$72K Hold
1,600
– – 0.04% 177
2014
Q2 		$101K Hold
1,600
– – 0.04% 146
2014
Q1 		$106K Hold
1,600
– – 0.05% 142
2013
Q4 		$100K Buy
+1,600
New +$100K 0.04% 234