EWA
EP Wealth Advisors’s Crane NXT CXT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $254K | Buy |
4,712
+30
| +0.6% | +$1.62K | ﹤0.01% | 1116 |
|
|
2025
Q1 | $241K | Buy |
4,682
+346
| +8% | +$17.8K | ﹤0.01% | 1036 |
|
|
2024
Q4 | $252K | Buy |
+4,336
| New | +$252K | ﹤0.01% | 949 |
|
|
2023
Q2 | – | Sell |
-141,114
| Closed | -$70.1M | – | 689 |
|
|
2023
Q1 | $70.1M | Buy |
141,114
+139,109
| +6,938% | +$69.1M | 1.21% | 15 |
|
|
2022
Q4 | $201K | Buy |
+2,005
| New | +$201K | ﹤0.01% | 552 |
|