TCI Wealth Advisors’s Crane NXT CXT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-821
| Closed | -$32.3K | – | 699 |
|
|
2023
Q1 | $32.3K | Buy |
821
+3
| +0.4% | +$119 | ﹤0.01% | 544 |
|
|
2022
Q4 | $28.5K | Buy |
818
+9
| +1% | +$314 | ﹤0.01% | 558 |
|
|
2022
Q3 | $25K | Sell |
809
-190
| -19% | -$6.27K | ﹤0.01% | 563 |
|
|
2022
Q2 | $30K | Hold |
999
| – | – | ﹤0.01% | 511 |
|
|
2022
Q1 | $38K | Hold |
999
| – | – | 0.01% | 481 |
|
|
2021
Q4 | $35K | Hold |
999
| – | – | 0.01% | 491 |
|
|
2021
Q3 | $33K | Sell |
999
-14
| -1% | -$466 | 0.01% | 514 |
|
|
2021
Q2 | $33K | Hold |
1,013
| – | – | 0.01% | 493 |
|
|
2021
Q1 | $33K | Hold |
1,013
| – | – | 0.01% | 456 |
|
|
2020
Q4 | $27K | Sell |
1,013
-12
| -1% | -$264 | 0.01% | 436 |
|
|
2020
Q3 | $18K | Buy |
1,025
+78
| +8% | +$1.54K | 0.01% | 466 |
|
|
2020
Q2 | $20K | Buy |
947
+688
| +266% | +$12.9K | 0.01% | 446 |
|
|
2020
Q1 | $4K | Buy |
259
+173
| +201% | +$4.45K | ﹤0.01% | 756 |
|
|
2019
Q4 | $3K | Sell |
86
-156
| -64% | -$4.44K | ﹤0.01% | 1005 |
|
|
2019
Q3 | $7K | Buy |
242
+156
| +181% | +$4.35K | ﹤0.01% | 716 |
|
|
2019
Q2 | $3K | Hold |
86
| – | – | ﹤0.01% | 880 |
|
|
2019
Q1 | $3K | Hold |
86
| – | – | ﹤0.01% | 905 |
|
|
2018
Q4 | $2K | Sell |
86
-67
| -44% | -$1.99K | ﹤0.01% | 978 |
|
|
2018
Q3 | $5K | Sell |
153
-40
| -21% | -$1.24K | ﹤0.01% | 782 |
|
|
2018
Q2 | $5K | Sell |
193
-49
| -20% | -$1.48K | ﹤0.01% | 767 |
|
|
2018
Q1 | $8K | Buy |
242
+110
| +83% | +$3.56K | ﹤0.01% | 655 |
|
|
2017
Q4 | $4K | Hold |
132
| – | – | ﹤0.01% | 821 |
|
|
2017
Q3 | $4K | Sell |
132
-9
| -6% | -$241 | ﹤0.01% | 767 |
|
|
2017
Q2 | $4K | Buy |
141
+46
| +48% | +$1.24K | ﹤0.01% | 795 |
|
|
2017
Q1 | $2K | Hold |
95
| – | – | ﹤0.01% | 924 |
|
|
2016
Q4 | $2K | Hold |
95
| – | – | ﹤0.01% | 1000 |
|
|
2016
Q3 | $2K | Hold |
95
| – | – | ﹤0.01% | 957 |
|
|
2016
Q2 | $2K | Hold |
95
| – | – | ﹤0.01% | 921 |
|
|
2016
Q1 | $2K | Hold |
95
| – | – | ﹤0.01% | 933 |
|
|
2015
Q4 | $2K | Sell |
95
-17
| -15% | -$295 | ﹤0.01% | 857 |
|
|
2015
Q3 | $2K | Buy |
112
+17
| +18% | +$313 | ﹤0.01% | 784 |
|
|
2015
Q2 | $2K | Sell |
95
-14
| -13% | -$298 | ﹤0.01% | 788 |
|
|
2015
Q1 | $2K | Buy |
109
+14
| +15% | +$305 | ﹤0.01% | 722 |
|
|
2014
Q4 | $2K | Hold |
95
| – | – | ﹤0.01% | 720 |
|
|
2014
Q3 | $2K | Hold |
95
| – | – | ﹤0.01% | 721 |
|
|
2014
Q2 | $2K | Hold |
95
| – | – | ﹤0.01% | 743 |
|
|
2014
Q1 | $2K | Hold |
95
| – | – | ﹤0.01% | 702 |
|
|
2013
Q4 | $2K | Hold |
95
| – | – | ﹤0.01% | 701 |
|
|
2013
Q3 | $2K | Hold |
95
| – | – | ﹤0.01% | 622 |
|
|
2013
Q2 | $2K | Buy |
+95
| New | +$1.88K | ﹤0.01% | 572 |
|
Other funds holding CXT
GI
