J.P. Morgan Private Wealth Advisors’s Crane NXT CXT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $610K | Buy |
10,977
+758
| +7% | +$42.1K | ﹤0.01% | 1162 |
|
|
2023
Q2 | $577K | Buy |
+10,219
| New | +$577K | ﹤0.01% | 974 |
|
|
2023
Q1 | – | Sell |
-33,673
| Closed | -$1.17M | – | 1954 |
|
|
2022
Q4 | $1.17M | Sell |
33,673
-14,248
| -30% | -$497K | ﹤0.01% | 1075 |
|
|
2022
Q3 | $1.46M | Buy |
47,921
+1,834
| +4% | +$55.8K | ﹤0.01% | 971 |
|
|
2022
Q2 | $1.4M | Sell |
46,087
-1,814
| -4% | -$55.2K | ﹤0.01% | 974 |
|
|
2022
Q1 | $1.8M | Buy |
47,901
+15,129
| +46% | +$569K | ﹤0.01% | 945 |
|
|
2021
Q4 | $1.16M | Buy |
32,772
+4,086
| +14% | +$144K | ﹤0.01% | 1170 |
|
|
2021
Q3 | $945K | Sell |
28,686
-4,561
| -14% | -$150K | ﹤0.01% | 1240 |
|
|
2021
Q2 | $1.07M | Buy |
33,247
+22,733
| +216% | +$730K | ﹤0.01% | 1164 |
|
|
2021
Q1 | $343K | Sell |
10,514
-2,568
| -20% | -$83.8K | ﹤0.01% | 1470 |
|
|
2020
Q4 | $353K | Sell |
13,082
-1,178
| -8% | -$31.8K | ﹤0.01% | 1432 |
|
|
2020
Q3 | $248K | Sell |
14,260
-28,320
| -67% | -$493K | ﹤0.01% | 1431 |
|
|
2020
Q2 | $879K | Sell |
42,580
-19,819
| -32% | -$409K | ﹤0.01% | 861 |
|
|
2020
Q1 | $1.07M | Buy |
62,399
+3,057
| +5% | +$52.2K | 0.01% | 695 |
|
|
2019
Q4 | $1.78M | Buy |
59,342
+2,747
| +5% | +$82.4K | 0.01% | 635 |
|
|
2019
Q3 | $1.59M | Buy |
56,595
+3,368
| +6% | +$94.3K | 0.01% | 633 |
|
|
2019
Q2 | $1.54M | Sell |
53,227
-4,310
| -7% | -$125K | 0.01% | 640 |
|
|
2019
Q1 | $1.69M | Sell |
57,537
-11,409
| -17% | -$335K | 0.01% | 656 |
|
|
2018
Q4 | $1.73M | Buy |
68,946
+47,912
| +228% | +$1.2M | 0.01% | 602 |
|
|
2018
Q3 | $719K | Buy |
21,034
+872
| +4% | +$29.8K | ﹤0.01% | 937 |
|
|
2018
Q2 | $561K | Buy |
20,162
+700
| +4% | +$19.5K | ﹤0.01% | 969 |
|
|
2018
Q1 | $627K | Buy |
19,462
+2,689
| +16% | +$86.6K | ﹤0.01% | 794 |
|
|
2017
Q4 | $520K | Buy |
16,773
+4,408
| +36% | +$137K | ﹤0.01% | 856 |
|
|
2017
Q3 | $344K | Buy |
+12,365
| New | +$344K | ﹤0.01% | 979 |
|