XML Financial’s Carpenter Technology CRS Stock Holding History

XML Financial’s Portfolio CRS Stock Details CRS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$2.64M	Hold
2025 Q1	$1.73M	Buy
2024 Q4	$1.61M	Buy
2024 Q3	$479K	Sell
2024 Q2	$657K	Hold
2024 Q1	$429K	Hold
2023 Q4	$425K	Buy