Crestwood Advisors Group’s Vontier VNT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-6,850
Closed -$207K 277
2021
Q1
$207K Sell
6,850
-12,788
-65% -$386K 0.01% 252
2020
Q4
$656K Buy
+19,638
New +$656K 0.02% 169