FMWA
Forvis Mazars Wealth Advisors’s Crown Holdings CCK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-4,466
| Closed | -$251K | – | 238 |
|
|
2017
Q4 | $251K | Sell |
4,466
-2,227
| -33% | -$125K | 0.03% | 216 |
|
|
2017
Q3 | $400K | Buy |
6,693
+197
| +3% | +$11.8K | 0.04% | 152 |
|
|
2017
Q2 | $388K | Buy |
6,496
+1,204
| +23% | +$71.9K | 0.04% | 155 |
|
|
2017
Q1 | $280K | Buy |
+5,292
| New | +$280K | 0.03% | 175 |
|