Gideon Capital Advisors’s Crane NXT CXT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q1 | – | Sell |
-11,781
| Closed | -$295K | – | 403 |
|
2018
Q4 | $295K | Buy |
+11,781
| New | +$295K | 0.12% | 264 |
|
2017
Q1 | – | Sell |
-11,654
| Closed | -$292K | – | 419 |
|
2016
Q4 | $292K | Buy |
+11,654
| New | +$292K | 0.19% | 263 |
|
2015
Q2 | – | Sell |
-21,549
| Closed | -$467K | – | 248 |
|
2015
Q1 | $467K | Buy |
21,549
+10,537
| +96% | +$228K | 0.19% | 154 |
|
2014
Q4 | $225K | Sell |
11,012
-19,618
| -64% | -$401K | 0.11% | 185 |
|
2014
Q3 | $672K | Buy |
30,630
+20,864
| +214% | +$458K | 0.26% | 126 |
|
2014
Q2 | $252K | Buy |
+9,766
| New | +$252K | 0.09% | 213 |
|