Cascade Financial Partners’s Crane Co CR Stock Holding History

Cascade Financial Partners’s Portfolio CR Stock Details CR Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$542K	Sell
2025 Q2	$602K	Hold
2025 Q1	$486K	Sell
2024 Q4	$511K	Buy
2024 Q3	$457K	Hold
2024 Q2	$445K	Buy
2024 Q1	$380K	Buy