Concord Wealth Partners’s Crane NXT CXT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-85
| Closed | -$4.74K | – | 937 |
|
|
2024
Q3 | $4.74K | Hold |
85
| – | – | ﹤0.01% | 641 |
|
|
2024
Q2 | $5.19K | Hold |
85
| – | – | ﹤0.01% | 570 |
|
|
2024
Q1 | $5.26K | Sell |
85
-40
| -32% | -$2.48K | ﹤0.01% | 650 |
|
|
2023
Q4 | $7.11K | Sell |
125
-34
| -21% | -$1.93K | ﹤0.01% | 605 |
|
|
2023
Q3 | $8.84K | Sell |
159
-40
| -20% | -$2.22K | ﹤0.01% | 635 |
|
|
2023
Q2 | $11.2K | Sell |
199
-964
| -83% | -$54.4K | ﹤0.01% | 586 |
|
|
2023
Q1 | $45.9K | Sell |
1,163
-397
| -25% | -$15.7K | 0.01% | 359 |
|
|
2022
Q4 | $54.4K | Buy |
+1,560
| New | +$54.4K | 0.02% | 364 |
|
|
2022
Q3 | – | Sell |
-1,509
| Closed | -$46K | – | 365 |
|
|
2022
Q2 | $46K | Buy |
1,509
+98
| +7% | +$2.99K | 0.01% | 388 |
|
|
2022
Q1 | $53K | Hold |
1,411
| – | – | 0.01% | 423 |
|
|
2021
Q4 | $50K | Buy |
1,411
+242
| +21% | +$8.58K | 0.01% | 457 |
|
|
2021
Q3 | $38K | Sell |
1,169
-242
| -17% | -$7.87K | 0.02% | 264 |
|
|
2021
Q2 | $45K | Sell |
1,411
-276
| -16% | -$8.8K | 0.01% | 370 |
|
|
2021
Q1 | $55K | Sell |
1,687
-585
| -26% | -$19.1K | 0.02% | 321 |
|
|
2020
Q4 | $61K | Buy |
+2,272
| New | +$61K | 0.05% | 181 |
|