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TCI Wealth Advisors’s Crane NXT CXT Stock Holding History

TCI Wealth Advisors’s Portfolio CXT Stock Details CXT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-285
Closed -$32.3K – 699
2023
Q1 		$32.3K Buy
285
+1
+0.4% +$114 ﹤0.01% 544
2022
Q4 		$28.5K Buy
284
+3
+1% +$301 ﹤0.01% 558
2022
Q3 		$25K Sell
281
-66
-19% -$5.87K ﹤0.01% 563
2022
Q2 		$30K Hold
347
– – ﹤0.01% 510
2022
Q1 		$38K Hold
347
– – 0.01% 481
2021
Q4 		$35K Hold
347
– – 0.01% 491
2021
Q3 		$33K Sell
347
-5
-1% -$476 0.01% 499
2021
Q2 		$33K Hold
352
– – 0.01% 475
2021
Q1 		$33K Hold
352
– – 0.01% 438
2020
Q4 		$27K Sell
352
-4
-1% -$307 0.01% 412
2020
Q3 		$18K Buy
356
+27
+8% +$1.37K 0.01% 449
2020
Q2 		$20K Buy
329
+239
+266% +$14.5K 0.01% 434
2020
Q1 		$4K Buy
90
+60
+200% +$2.67K ﹤0.01% 746
2019
Q4 		$3K Sell
30
-54
-64% -$5.4K ﹤0.01% 1001
2019
Q3 		$7K Buy
84
+54
+180% +$4.5K ﹤0.01% 712
2019
Q2 		$3K Hold
30
– – ﹤0.01% 876
2019
Q1 		$3K Hold
30
– – ﹤0.01% 899
2018
Q4 		$2K Sell
30
-23
-43% -$1.53K ﹤0.01% 968
2018
Q3 		$5K Sell
53
-14
-21% -$1.32K ﹤0.01% 772
2018
Q2 		$5K Sell
67
-17
-20% -$1.27K ﹤0.01% 767
2018
Q1 		$8K Buy
84
+38
+83% +$3.62K ﹤0.01% 652
2017
Q4 		$4K Hold
46
– – ﹤0.01% 821
2017
Q3 		$4K Sell
46
-3
-6% -$261 ﹤0.01% 766
2017
Q2 		$4K Buy
49
+16
+48% +$1.31K ﹤0.01% 795
2017
Q1 		$2K Hold
33
– – ﹤0.01% 924
2016
Q4 		$2K Hold
33
– – ﹤0.01% 1000
2016
Q3 		$2K Hold
33
– – ﹤0.01% 957
2016
Q2 		$2K Hold
33
– – ﹤0.01% 921
2016
Q1 		$2K Hold
33
– – ﹤0.01% 933
2015
Q4 		$2K Sell
33
-6
-15% -$364 ﹤0.01% 857
2015
Q3 		$2K Buy
39
+6
+18% +$308 ﹤0.01% 784
2015
Q2 		$2K Sell
33
-5
-13% -$303 ﹤0.01% 788
2015
Q1 		$2K Buy
38
+5
+15% +$263 ﹤0.01% 722
2014
Q4 		$2K Hold
33
– – ﹤0.01% 720
2014
Q3 		$2K Hold
33
– – ﹤0.01% 721
2014
Q2 		$2K Hold
33
– – ﹤0.01% 743
2014
Q1 		$2K Hold
33
– – ﹤0.01% 702
2013
Q4 		$2K Hold
33
– – ﹤0.01% 699
2013
Q3 		$2K Hold
33
– – ﹤0.01% 620
2013
Q2 		$2K Buy
+33
New +$2K ﹤0.01% 570