Independent Advisor Alliance’s Crane NXT CXT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $206K | Sell |
5,076
-3
| -0.1% | -$146 | ﹤0.01% | 1489 |
|
|
2025
Q4 | $239K | Sell |
5,079
-211
| -4% | -$12.5K | 0.01% | 878 |
|
|
2025
Q3 | $355K | Sell |
5,290
-5
| -0.1% | -$298 | 0.01% | 721 |
|
|
2025
Q2 | $285K | Buy |
5,295
+21
| +0.4% | +$1.07K | 0.01% | 733 |
|
|
2025
Q1 | $271K | Sell |
5,274
-312
| -6% | -$18.3K | 0.01% | 684 |
|
|
2024
Q4 | $325K | Buy |
5,586
+466
| +9% | +$26.8K | ﹤0.01% | 1104 |
|
|
2024
Q3 | $287K | Sell |
5,120
-355
| -6% | -$20.6K | 0.01% | 576 |
|
|
2024
Q2 | $336K | Buy |
5,475
+1
| +0% | +$61 | 0.01% | 542 |
|
|
2024
Q1 | $339K | Buy |
5,474
+173
| +3% | +$10.1K | 0.01% | 542 |
|
|
2023
Q4 | $301K | Buy |
5,301
+1
| +0% | +$53 | 0.01% | 547 |
|
|
2023
Q3 | $295K | Hold |
5,300
| – | – | 0.01% | 520 |
|
|
2023
Q2 | $299K | Sell |
5,300
-8,516
| -62% | -$433K | 0.01% | 529 |
|
|
2023
Q1 | $545K | Buy |
+13,816
| New | +$546K | 0.03% | 402 |
|
|
2022
Q4 | – | Sell |
-13,816
| Closed | -$420K | – | 469 |
|
|
2022
Q3 | $420K | Hold |
13,816
| – | – | 0.02% | 413 |
|
|
2022
Q2 | $420K | Hold |
13,816
| – | – | 0.02% | 415 |
|
|
2022
Q1 | $520K | Hold |
13,816
| – | – | 0.03% | 382 |
|
|
2021
Q4 | $488K | Sell |
13,816
-67
| -0.5% | -$2.33K | 0.02% | 403 |
|
|
2021
Q3 | $457K | Hold |
13,883
| – | – | 0.03% | 407 |
|
|
2021
Q2 | $445K | Hold |
13,883
| – | – | 0.02% | 418 |
|
|
2021
Q1 | $453K | Buy |
13,883
+5,770
| +71% | +$171K | 0.03% | 392 |
|
|
2020
Q4 | $219K | Buy |
+8,113
| New | +$179K | 0.01% | 493 |
|
|
2020
Q1 | – | Sell |
-8,113
| Closed | -$243K | – | 487 |
|
|
2019
Q4 | $243K | Hold |
8,113
| – | – | 0.01% | 752 |
|
|
2019
Q3 | $227K | Sell |
8,113
-58
| -0.7% | -$1.62K | 0.03% | 394 |
|
|
2019
Q2 | $237K | Hold |
8,171
| – | – | 0.03% | 344 |
|
|
2019
Q1 | $240K | Hold |
8,171
| – | – | 0.03% | 362 |
|
|
2018
Q4 | $205K | Buy |
8,171
+18
| +0.2% | +$535 | 0.04% | 369 |
|
|
2018
Q3 | $278K | Buy |
8,153
+40
| +0.5% | +$1.24K | 0.06% | 276 |
|
|
2018
Q2 | $226K | Hold |
8,113
| – | – | 0.05% | 292 |
|
|
2018
Q1 | $255K | Buy |
+8,113
| New | +$263K | 0.06% | 271 |
|
Other funds holding CXT
VPM
VCM
CCM
CAM
