LFA
Legacy Financial Advisors’s Crane NXT CXT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-5,290
| Closed | -$600K | – | 265 |
|
|
2023
Q1 | $600K | Buy |
5,290
+260
| +5% | +$29.5K | 0.12% | 102 |
|
|
2022
Q4 | $505K | Buy |
5,030
+122
| +2% | +$12.3K | 0.11% | 112 |
|
|
2022
Q3 | $430K | Buy |
4,908
+140
| +3% | +$12.3K | 0.1% | 111 |
|
|
2022
Q2 | $417K | Buy |
4,768
+260
| +6% | +$22.7K | 0.1% | 108 |
|
|
2022
Q1 | $488K | Sell |
4,508
-212
| -4% | -$22.9K | 0.11% | 99 |
|
|
2021
Q4 | $480K | Buy |
4,720
+274
| +6% | +$27.9K | 0.11% | 94 |
|
|
2021
Q3 | $422K | Buy |
4,446
+292
| +7% | +$27.7K | 0.1% | 95 |
|
|
2021
Q2 | $384K | Buy |
4,154
+553
| +15% | +$51.1K | 0.1% | 94 |
|
|
2021
Q1 | $338K | Buy |
3,601
+575
| +19% | +$54K | 0.09% | 89 |
|
|
2020
Q4 | $235K | Buy |
+3,026
| New | +$235K | 0.07% | 124 |
|
|
2019
Q2 | – | Sell |
-88
| Closed | -$7K | – | 304 |
|
|
2019
Q1 | $7K | Buy |
88
+60
| +214% | +$4.77K | ﹤0.01% | 685 |
|
|
2018
Q4 | $2K | Hold |
28
| – | – | ﹤0.01% | 836 |
|
|
2018
Q3 | $2K | Hold |
28
| – | – | ﹤0.01% | 802 |
|
|
2018
Q2 | $2K | Hold |
28
| – | – | ﹤0.01% | 814 |
|
|
2018
Q1 | $2K | Hold |
28
| – | – | ﹤0.01% | 752 |
|
|
2017
Q4 | $2K | Buy |
+28
| New | +$2K | ﹤0.01% | 738 |
|