CWA
Constellation Wealth Advisors’s Crane NXT CXT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-2,700
| Closed | -$201K | – | 203 |
|
|
2014
Q2 | $201K | Sell |
2,700
-1,000
| -27% | -$74.4K | 0.02% | 191 |
|
|
2014
Q1 | $263K | Sell |
3,700
-400
| -10% | -$28.4K | 0.03% | 176 |
|
|
2013
Q4 | $276K | Sell |
4,100
-700
| -15% | -$47.1K | 0.03% | 179 |
|
|
2013
Q3 | $296K | Buy |
4,800
+500
| +12% | +$30.8K | 0.03% | 171 |
|
|
2013
Q2 | $258K | Buy |
+4,300
| New | +$258K | 0.03% | 172 |
|