Concord Wealth Partners’s Crane Co CR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-85
| Closed | -$13.4K | – | 934 |
|
|
2024
Q3 | $13.4K | Hold |
85
| – | – | ﹤0.01% | 526 |
|
|
2024
Q2 | $12.3K | Hold |
85
| – | – | ﹤0.01% | 484 |
|
|
2024
Q1 | $11.5K | Sell |
85
-117
| -58% | -$15.8K | ﹤0.01% | 562 |
|
|
2023
Q4 | $23.9K | Sell |
202
-300
| -60% | -$35.4K | ﹤0.01% | 457 |
|
|
2023
Q3 | $44.6K | Sell |
502
-40
| -7% | -$3.55K | 0.01% | 396 |
|
|
2023
Q2 | $48.3K | Buy |
+542
| New | +$48.3K | 0.01% | 371 |
|