Carson Wealth (CWM LLC)’s Crane NXT CXT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $34K | Buy |
629
+167
| +36% | +$9.03K | ﹤0.01% | 3547 |
|
|
2025
Q1 | $24K | Sell |
462
-114
| -20% | -$5.92K | ﹤0.01% | 3528 |
|
|
2024
Q4 | $34K | Sell |
576
-7
| -1% | -$413 | ﹤0.01% | 3074 |
|
|
2024
Q3 | $33K | Buy |
583
+23
| +4% | +$1.3K | ﹤0.01% | 3014 |
|
|
2024
Q2 | $34K | Buy |
560
+49
| +10% | +$2.98K | ﹤0.01% | 2742 |
|
|
2024
Q1 | $32K | Hold |
511
| – | – | ﹤0.01% | 2596 |
|
|
2023
Q4 | $29K | Buy |
511
+6
| +1% | +$341 | ﹤0.01% | 2528 |
|
|
2023
Q3 | $28K | Sell |
505
-37
| -7% | -$2.05K | ﹤0.01% | 2446 |
|
|
2023
Q2 | $31K | Sell |
542
-1,626
| -75% | -$93K | ﹤0.01% | 2332 |
|
|
2023
Q1 | $85K | Sell |
2,168
-80
| -4% | -$3.14K | ﹤0.01% | 1572 |
|
|
2022
Q4 | $78K | Buy |
2,248
+1,171
| +109% | +$40.6K | ﹤0.01% | 1491 |
|
|
2022
Q3 | $33K | Buy |
1,077
+43
| +4% | +$1.32K | ﹤0.01% | 1876 |
|
|
2022
Q2 | $31K | Hold |
1,034
| – | – | ﹤0.01% | 1857 |
|
|
2022
Q1 | $39K | Buy |
1,034
+107
| +12% | +$4.04K | ﹤0.01% | 1711 |
|
|
2021
Q4 | $33K | Buy |
+927
| New | +$33K | ﹤0.01% | 1746 |
|
|
2021
Q2 | $29K | Hold |
916
| – | – | ﹤0.01% | 1624 |
|
|
2021
Q1 | $29K | Hold |
916
| – | – | ﹤0.01% | 1624 |
|
|
2020
Q4 | $29K | Hold |
916
| – | – | ﹤0.01% | 1624 |
|
|
2020
Q3 | $29K | Hold |
916
| – | – | ﹤0.01% | 1624 |
|
|
2020
Q2 | $29K | Hold |
916
| – | – | ﹤0.01% | 1624 |
|
|
2020
Q1 | $29K | Hold |
916
| – | – | ﹤0.01% | 1624 |
|
|
2019
Q4 | $29K | Hold |
916
| – | – | ﹤0.01% | 1624 |
|
|
2019
Q3 | $29K | Hold |
916
| – | – | ﹤0.01% | 1624 |
|
|
2019
Q2 | $29K | Hold |
916
| – | – | ﹤0.01% | 1624 |
|
|
2019
Q1 | $29K | Sell |
916
-131,982
| -99% | -$4.18M | ﹤0.01% | 1624 |
|
|
2018
Q4 | $3.33M | Buy |
132,898
+17,488
| +15% | +$438K | 0.08% | 208 |
|
|
2018
Q3 | $3.94M | Buy |
115,410
+28,343
| +33% | +$968K | 0.1% | 183 |
|
|
2018
Q2 | $2.42M | Buy |
87,067
+86,998
| +126,084% | +$2.42M | 0.08% | 197 |
|
|
2018
Q1 | $2K | Sell |
69
-141
| -67% | -$4.09K | ﹤0.01% | 1159 |
|
|
2017
Q4 | $7K | Hold |
210
| – | – | ﹤0.01% | 975 |
|
|
2017
Q3 | $6K | Buy |
210
+141
| +204% | +$4.03K | ﹤0.01% | 1016 |
|
|
2017
Q2 | $2K | Hold |
69
| – | – | ﹤0.01% | 997 |
|
|
2017
Q1 | $2K | Sell |
69
-14
| -17% | -$406 | ﹤0.01% | 976 |
|
|
2016
Q4 | $2K | Buy |
83
+69
| +493% | +$1.66K | ﹤0.01% | 974 |
|
|
2016
Q3 | $0 | Hold |
14
| – | – | ﹤0.01% | 997 |
|
|
2016
Q2 | $0 | Hold |
14
| – | – | ﹤0.01% | 799 |
|
|
2016
Q1 | $0 | Buy |
+14
| New | – | ﹤0.01% | 762 |
|
|
2015
Q4 | – | Sell |
-14
| Closed | – | – | 692 |
|
|
2015
Q3 | $0 | Buy |
+14
| New | – | ﹤0.01% | 638 |
|
|
2014
Q1 | – | Sell |
-35
| Closed | -$1K | – | 216 |
|
|
2013
Q4 | $1K | Buy |
+35
| New | +$1K | ﹤0.01% | 555 |
|