SW
SkyOak Wealth’s Crane NXT CXT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,850
| Closed | -$210K | – | 251 |
|
|
2023
Q1 | $210K | Buy |
+1,850
| New | +$210K | 0.06% | 219 |
|
|
2022
Q2 | – | Sell |
-2,200
| Closed | -$238K | – | 229 |
|
|
2022
Q1 | $238K | Hold |
2,200
| – | – | 0.07% | 200 |
|
|
2021
Q4 | $224K | Hold |
2,200
| – | – | 0.06% | 211 |
|
|
2021
Q3 | $209K | Hold |
2,200
| – | – | 0.06% | 215 |
|
|
2021
Q2 | $203K | Hold |
2,200
| – | – | 0.05% | 221 |
|
|
2021
Q1 | $212K | Buy |
+2,200
| New | +$212K | 0.06% | 209 |
|
|
2020
Q1 | – | Sell |
-2,500
| Closed | -$216K | – | 233 |
|
|
2019
Q4 | $216K | Buy |
+2,500
| New | +$216K | 0.07% | 274 |
|