XF
XML Financial’s Carpenter Technology CRS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.64M | Hold |
9,560
| – | – | 0.23% | 93 |
|
|
2025
Q1 | $1.73M | Buy |
9,560
+100
| +1% | +$18.1K | 0.16% | 120 |
|
|
2024
Q4 | $1.61M | Buy |
9,460
+6,460
| +215% | +$1.1M | 0.15% | 132 |
|
|
2024
Q3 | $479K | Sell |
3,000
-3,000
| -50% | -$479K | 0.04% | 237 |
|
|
2024
Q2 | $657K | Hold |
6,000
| – | – | 0.07% | 196 |
|
|
2024
Q1 | $429K | Hold |
6,000
| – | – | 0.04% | 237 |
|
|
2023
Q4 | $425K | Buy |
+6,000
| New | +$425K | 0.04% | 228 |
|