Empirical Wealth Management’s Crane NXT CXT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-21,279
| Closed | -$371K | – | 378 |
|
|
2020
Q3 | $371K | Sell |
21,279
-5,182
| -20% | -$90.3K | 0.03% | 253 |
|
|
2020
Q2 | $546K | Buy |
26,461
+847
| +3% | +$17.5K | 0.05% | 196 |
|
|
2020
Q1 | $438K | Buy |
25,614
+4,318
| +20% | +$73.8K | 0.05% | 193 |
|
|
2019
Q4 | $639K | Buy |
21,296
+864
| +4% | +$25.9K | 0.07% | 162 |
|
|
2019
Q3 | $572K | Hold |
20,432
| – | – | 0.07% | 162 |
|
|
2019
Q2 | $592K | Hold |
20,432
| – | – | 0.08% | 138 |
|
|
2019
Q1 | $601K | Buy |
+20,432
| New | +$601K | 0.09% | 127 |
|