GPWA
Great Point Wealth Advisors’s Crane NXT CXT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-4,695
| Closed | -$279K | – | 47 |
|
|
2020
Q3 | $279K | Hold |
4,695
| – | – | 0.14% | 39 |
|
|
2020
Q2 | $279K | Buy |
4,695
+30
| +0.6% | +$1.78K | 0.14% | 39 |
|
|
2020
Q1 | $229K | Buy |
4,665
+33
| +0.7% | +$1.62K | 0.19% | 37 |
|
|
2019
Q4 | $400K | Buy |
+4,632
| New | +$400K | 0.25% | 33 |
|