Wealth Enhancement Advisory Services’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 | $4.7M | Buy |
16,804
+851
| +5% | +$238K | 0.01% | 921 |
|
|
2025
Q1 | $2.89M | Buy |
15,953
+3,467
| +28% | +$628K | 0.01% | 1057 |
|
|
2024
Q4 | $2.12M | Buy |
12,486
+538
| +5% | +$91.3K | ﹤0.01% | 1154 |
|
|
2024
Q3 | $1.91M | Buy |
11,948
+319
| +3% | +$50.9K | ﹤0.01% | 1076 |
|
|
2024
Q2 | $1.27M | Buy |
11,629
+72
| +0.6% | +$7.89K | ﹤0.01% | 1167 |
|
|
2024
Q1 | $825K | Buy |
11,557
+215
| +2% | +$15.4K | ﹤0.01% | 1327 |
|
|
2023
Q4 | $803K | Sell |
11,342
-10
| -0.1% | -$708 | ﹤0.01% | 1254 |
|
|
2023
Q3 | $763K | Buy |
+11,352
| New | +$763K | ﹤0.01% | 1212 |
|