SVB Wealth’s Crane NXT CXT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-37,551
| Closed | -$1.04M | – | 471 |
|
|
2017
Q2 | $1.04M | Buy |
37,551
+4,350
| +13% | +$120K | 0.04% | 252 |
|
|
2017
Q1 | $863K | Buy |
33,201
+2,781
| +9% | +$72.3K | 0.03% | 269 |
|
|
2016
Q4 | $762K | Buy |
30,420
+6,210
| +26% | +$156K | 0.03% | 284 |
|
|
2016
Q3 | $530K | Buy |
24,210
+3,988
| +20% | +$87.3K | 0.02% | 327 |
|
|
2016
Q2 | $398K | Buy |
20,222
+2,015
| +11% | +$39.7K | 0.02% | 386 |
|
|
2016
Q1 | $341K | Buy |
18,207
+4,851
| +36% | +$90.9K | 0.01% | 421 |
|
|
2015
Q4 | $222K | Buy |
13,356
+991
| +8% | +$16.5K | 0.01% | 494 |
|
|
2015
Q3 | $200K | Buy |
12,365
+1,465
| +13% | +$23.7K | 0.01% | 515 |
|
|
2015
Q2 | $222K | Buy |
+10,900
| New | +$222K | 0.01% | 508 |
|