AWM
Avior Wealth Management’s Crane NXT CXT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-363
| Closed | -$21.1K | – | 1109 |
|
|
2024
Q4 | $21.1K | Hold |
363
| – | – | ﹤0.01% | 1399 |
|
|
2024
Q3 | $20.4K | Sell |
363
-2
| -0.5% | -$112 | ﹤0.01% | 1371 |
|
|
2024
Q2 | $22.4K | Sell |
365
-336
| -48% | -$20.6K | ﹤0.01% | 1322 |
|
|
2024
Q1 | $43.4K | Buy |
701
+561
| +401% | +$34.7K | ﹤0.01% | 1284 |
|
|
2023
Q4 | $7.96K | Hold |
140
| – | – | ﹤0.01% | 1028 |
|
|
2023
Q3 | $7.78K | Buy |
+140
| New | +$7.78K | ﹤0.01% | 1080 |
|
|
2023
Q1 | – | Sell |
-450
| Closed | -$45.2K | – | 1640 |
|
|
2022
Q4 | $45.2K | Buy |
450
+400
| +800% | +$40.2K | ﹤0.01% | 645 |
|
|
2022
Q3 | $4K | Hold |
50
| – | – | ﹤0.01% | 953 |
|
|
2022
Q2 | $4K | Hold |
50
| – | – | ﹤0.01% | 875 |
|
|
2022
Q1 | $5K | Hold |
50
| – | – | ﹤0.01% | 900 |
|
|
2021
Q4 | $5K | Hold |
50
| – | – | ﹤0.01% | 877 |
|
|
2021
Q3 | $4K | Hold |
50
| – | – | ﹤0.01% | 870 |
|
|
2021
Q2 | $4K | Hold |
50
| – | – | ﹤0.01% | 836 |
|
|
2021
Q1 | $4K | Sell |
50
-24
| -32% | -$1.92K | ﹤0.01% | 848 |
|
|
2020
Q4 | $5K | Buy |
74
+24
| +48% | +$1.62K | ﹤0.01% | 782 |
|
|
2020
Q3 | $2K | Hold |
50
| – | – | ﹤0.01% | 820 |
|
|
2020
Q2 | $2K | Hold |
50
| – | – | ﹤0.01% | 793 |
|
|
2020
Q1 | $2K | Hold |
50
| – | – | ﹤0.01% | 677 |
|
|
2019
Q4 | $4K | Hold |
50
| – | – | ﹤0.01% | 665 |
|
|
2019
Q3 | $4K | Hold |
50
| – | – | ﹤0.01% | 632 |
|
|
2019
Q2 | $4K | Sell |
50
-4,290
| -99% | -$343K | ﹤0.01% | 665 |
|
|
2019
Q1 | $367K | Buy |
4,340
+1,410
| +48% | +$119K | 0.08% | 244 |
|
|
2018
Q4 | $211K | Buy |
2,930
+40
| +1% | +$2.88K | 0.05% | 302 |
|
|
2018
Q3 | $284K | Hold |
2,890
| – | – | 0.06% | 271 |
|
|
2018
Q2 | $232K | Buy |
2,890
+460
| +19% | +$36.9K | 0.05% | 294 |
|
|
2018
Q1 | $225K | Sell |
2,430
-510
| -17% | -$47.2K | 0.05% | 286 |
|
|
2017
Q4 | $262K | Buy |
+2,940
| New | +$262K | 0.06% | 268 |
|