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Engrave Wealth Partners’s Cullen/Frost Bankers CFR Stock Holding History

Engrave Wealth Partners’s Portfolio CFR Stock Details CFR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-213
Closed -$15K – 118
2020
Q2 		$15K Hold
213
– – 0.01% 211
2020
Q1 		$11K Hold
213
– – 0.01% 201
2019
Q4 		$20K Buy
+213
New +$20K 0.02% 218