NewEdge Wealth’s Crane NXT CXT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-149,849
| Closed | -$5.23M | – | 615 |
|
2022
Q4 | $5.23M | Buy |
149,849
+7,736
| +5% | +$270K | 0.23% | 102 |
|
2022
Q3 | $4.32M | Buy |
142,113
+12,224
| +9% | +$372K | 0.2% | 110 |
|
2022
Q2 | $3.95M | Buy |
129,889
+3,178
| +3% | +$96.6K | 0.18% | 122 |
|
2022
Q1 | $4.77M | Buy |
126,711
+6,421
| +5% | +$242K | 0.21% | 111 |
|
2021
Q4 | $4.25M | Buy |
120,290
+7,776
| +7% | +$275K | 0.18% | 117 |
|
2021
Q3 | $3.71M | Buy |
112,514
+3,466
| +3% | +$114K | 0.22% | 94 |
|
2021
Q2 | $3.5M | Buy |
109,048
+10,033
| +10% | +$322K | 0.27% | 94 |
|
2021
Q1 | $3.23M | Buy |
99,015
+69,877
| +240% | +$2.28M | 0.32% | 82 |
|
2020
Q4 | $786K | Buy |
+29,138
| New | +$786K | 0.24% | 97 |
|