Mosaic Family Wealth’s Crane NXT CXT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q2 | – | Sell |
-1,212
| Closed | -$36K | – | 267 |
|
2019
Q1 | $36K | Hold |
1,212
| – | – | 0.01% | 350 |
|
2018
Q4 | $30K | Hold |
1,212
| – | – | 0.01% | 369 |
|
2018
Q3 | $38K | Sell |
1,212
-351
| -22% | -$11K | 0.02% | 354 |
|
2018
Q2 | $44K | Sell |
1,563
-311
| -17% | -$8.76K | 0.02% | 329 |
|
2018
Q1 | $60K | Hold |
1,874
| – | – | 0.02% | 286 |
|
2017
Q4 | $58K | Buy |
+1,874
| New | +$58K | 0.02% | 302 |
|