Valeo Financial Advisors’s Crane NXT CXT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-138
| Closed | -$5K | – | 736 |
|
|
2021
Q1 | $5K | Buy |
+138
| New | +$5K | ﹤0.01% | 1459 |
|
|
2018
Q3 | – | Sell |
-190
| Closed | -$6K | – | 1782 |
|
|
2018
Q2 | $6K | Sell |
190
-320
| -63% | -$10.1K | ﹤0.01% | 1069 |
|
|
2018
Q1 | $16K | Buy |
510
+320
| +168% | +$10K | ﹤0.01% | 778 |
|
|
2017
Q4 | $6K | Hold |
190
| – | – | ﹤0.01% | 955 |
|
|
2017
Q3 | $5K | Buy |
+190
| New | +$5K | ﹤0.01% | 859 |
|