Heritage Trust’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 |
-2,879
| Closed | -$72K | – | 227 |
|
2018
Q4 | $72K | Hold |
2,879
| – | – | 0.03% | 182 |
|
2018
Q3 | $98K | Hold |
2,879
| – | – | 0.04% | 168 |
|
2018
Q2 | $80K | Hold |
2,879
| – | – | 0.03% | 170 |
|
2018
Q1 | $93K | Hold |
2,879
| – | – | 0.03% | 161 |
|
2017
Q4 | $89K | Hold |
2,879
| – | – | 0.03% | 152 |
|
2017
Q3 | $80K | Hold |
2,879
| – | – | 0.03% | 160 |
|
2017
Q2 | $79K | Hold |
2,879
| – | – | 0.03% | 154 |
|
2017
Q1 | $75K | Buy |
+2,879
| New | +$75K | 0.03% | 161 |
|