WAG
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Wallace Advisory Group’s Crane Co CR Stock Holding History

Wallace Advisory Group’s Portfolio CR Stock Details CR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,955
Closed -$283K – 184
2024
Q3 		$283K Hold
1,955
– – 0.21% 132
2024
Q2 		$283K Sell
1,955
-168
-8% -$24.4K 0.2% 136
2024
Q1 		$251K Sell
2,123
-330
-13% -$39K 0.19% 135
2023
Q4 		$218K Buy
+2,453
New +$218K 0.17% 148