Mount Yale Investment Advisors’s Crane Co CR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $592K | Sell |
3,118
-973
| -24% | -$185K | 0.05% | 307 |
|
|
2025
Q1 | $627K | Sell |
4,091
-841
| -17% | -$129K | 0.05% | 280 |
|
|
2024
Q4 | $748K | Buy |
4,932
+1
| +0% | +$152 | 0.06% | 257 |
|
|
2024
Q3 | $781K | Sell |
4,931
-3,348
| -40% | -$530K | 0.07% | 246 |
|
|
2024
Q2 | $1.2M | Sell |
8,279
-409
| -5% | -$59.3K | 0.1% | 183 |
|
|
2024
Q1 | $1.17M | Sell |
8,688
-458
| -5% | -$61.9K | 0.09% | 193 |
|
|
2023
Q4 | $1.08M | Sell |
9,146
-172
| -2% | -$20.3K | 0.1% | 188 |
|
|
2023
Q3 | $828K | Buy |
+9,318
| New | +$828K | 0.09% | 215 |
|