Mount Yale Investment Advisors’s Crane Co CR Stock Holding History

Mount Yale Investment Advisors’s Portfolio CR Stock Details CR Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell
2025 Q2	$592K	Sell
2025 Q1	$627K	Sell
2024 Q4	$748K	Buy
2024 Q3	$781K	Sell
2024 Q2	$1.2M	Sell
2024 Q1	$1.17M	Sell
2023 Q4	$1.08M	Sell
2023 Q3	$828K	Buy