MWM
Minot Wealth Management’s Crane NXT CXT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,280
| Closed | -$247K | – | 192 |
|
|
2022
Q1 | $247K | Hold |
2,280
| – | – | 0.05% | 172 |
|
|
2021
Q4 | $232K | Hold |
2,280
| – | – | 0.04% | 180 |
|
|
2021
Q3 | $216K | Sell |
2,280
-10
| -0.4% | -$947 | 0.05% | 190 |
|
|
2021
Q2 | $213K | Hold |
2,290
| – | – | 0.05% | 186 |
|
|
2021
Q1 | $215K | Buy |
+2,290
| New | +$215K | 0.05% | 177 |
|
|
2020
Q1 | – | Sell |
-8,309
| Closed | -$711K | – | 114 |
|
|
2019
Q4 | $711K | Buy |
+8,309
| New | +$711K | 0.32% | 75 |
|