AE Wealth Management’s Crane NXT CXT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-3,293
| Closed | -$202K | – | 1255 |
|
|
2024
Q2 | $202K | Buy |
+3,293
| New | +$202K | ﹤0.01% | 1164 |
|
|
2024
Q1 | – | Sell |
-29,961
| Closed | -$1.74M | – | 1327 |
|
|
2023
Q4 | $1.74M | Sell |
29,961
-1,180
| -4% | -$68.5K | 0.01% | 948 |
|
|
2023
Q3 | $1.73M | Sell |
31,141
-708
| -2% | -$39.3K | 0.01% | 902 |
|
|
2023
Q2 | $1.8M | Sell |
31,849
-2,210
| -6% | -$125K | 0.01% | 875 |
|
|
2023
Q1 | $1.34M | Sell |
34,059
-1,572
| -4% | -$62K | 0.01% | 930 |
|
|
2022
Q4 | $1.24M | Sell |
35,631
-3,342
| -9% | -$117K | 0.01% | 905 |
|
|
2022
Q3 | $1.19M | Sell |
38,973
-1,964
| -5% | -$59.7K | 0.01% | 880 |
|
|
2022
Q2 | $1.25M | Sell |
40,937
-1,615
| -4% | -$49.1K | 0.01% | 814 |
|
|
2022
Q1 | $1.6M | Sell |
42,552
-1,353
| -3% | -$50.9K | 0.01% | 761 |
|
|
2021
Q4 | $1.55M | Sell |
43,905
-2,648
| -6% | -$93.5K | 0.01% | 778 |
|
|
2021
Q3 | $1.53M | Sell |
46,553
-2,649
| -5% | -$87.2K | 0.01% | 731 |
|
|
2021
Q2 | $1.58M | Buy |
49,202
+7,598
| +18% | +$244K | 0.01% | 701 |
|
|
2021
Q1 | $1.36M | Sell |
41,604
-2,183
| -5% | -$71.2K | 0.01% | 680 |
|
|
2020
Q4 | $1.18M | Buy |
+43,787
| New | +$1.18M | 0.01% | 662 |
|