APP
Avantax Planning Partners’s Crane NXT CXT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-4,406
| Closed | -$414K | – | 333 |
|
|
2021
Q1 | $414K | Buy |
4,406
+10
| +0.2% | +$940 | 0.02% | 206 |
|
|
2020
Q4 | $341K | Buy |
4,396
+300
| +7% | +$23.3K | 0.02% | 205 |
|
|
2020
Q3 | $205K | Hold |
4,096
| – | – | 0.01% | 282 |
|
|
2020
Q2 | $244K | Hold |
4,096
| – | – | 0.01% | 241 |
|
|
2020
Q1 | $201K | Hold |
4,096
| – | – | 0.01% | 254 |
|
|
2019
Q4 | $354K | Hold |
4,096
| – | – | 0.02% | 215 |
|
|
2019
Q3 | $330K | Hold |
4,096
| – | – | 0.02% | 219 |
|
|
2019
Q2 | $343K | Hold |
4,096
| – | – | 0.02% | 218 |
|
|
2019
Q1 | $347K | Hold |
4,096
| – | – | 0.02% | 214 |
|
|
2018
Q4 | $296K | Hold |
4,096
| – | – | 0.02% | 202 |
|
|
2018
Q3 | $403K | Sell |
4,096
-63
| -2% | -$6.2K | 0.03% | 159 |
|
|
2018
Q2 | $333K | Buy |
4,159
+63
| +2% | +$5.04K | 0.03% | 168 |
|
|
2018
Q1 | $380K | Buy |
+4,096
| New | +$380K | 0.03% | 201 |
|