SIA
Schechter Investment Advisors’s Crane NXT CXT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-14,591
| Closed | -$1.47M | – | 710 |
|
|
2022
Q4 | $1.47M | Sell |
14,591
-1,254
| -8% | -$126K | 0.13% | 183 |
|
|
2022
Q3 | $1.39M | Sell |
15,845
-507
| -3% | -$44.4K | 0.14% | 191 |
|
|
2022
Q2 | $1.43M | Buy |
16,352
+1,231
| +8% | +$108K | 0.14% | 171 |
|
|
2022
Q1 | $1.64M | Sell |
15,121
-662
| -4% | -$71.7K | 0.15% | 147 |
|
|
2021
Q4 | $1.61M | Buy |
+15,783
| New | +$1.61M | 0.14% | 164 |
|