OneDigital Investment Advisors’s Crane NXT CXT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-2,269
| Closed | -$66K | – | 646 |
|
|
2019
Q2 | $66K | Hold |
2,269
| – | – | 0.01% | 520 |
|
|
2019
Q1 | $67K | Hold |
2,269
| – | – | 0.01% | 440 |
|
|
2018
Q4 | $57K | Hold |
2,269
| – | – | 0.01% | 433 |
|
|
2018
Q3 | $77K | Hold |
2,269
| – | – | 0.02% | 317 |
|
|
2018
Q2 | $63K | Hold |
2,269
| – | – | 0.01% | 436 |
|
|
2018
Q1 | $73K | Sell |
2,269
-820
| -27% | -$26.4K | 0.02% | 422 |
|
|
2017
Q4 | $96K | Hold |
3,089
| – | – | 0.01% | 347 |
|
|
2017
Q3 | $86K | Hold |
3,089
| – | – | 0.03% | 261 |
|
|
2017
Q2 | $85K | Buy |
+3,089
| New | +$85K | 0.03% | 343 |
|