Wealthspire Advisors (Maryland)’s Crane NXT CXT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-1,630
| Closed | -$48K | – | 833 |
|
|
2019
Q1 | $48K | Buy |
1,630
+573
| +54% | +$16.9K | ﹤0.01% | 914 |
|
|
2018
Q4 | $26K | Buy |
1,057
+274
| +35% | +$6.74K | ﹤0.01% | 1107 |
|
|
2018
Q3 | $27K | Sell |
783
-176
| -18% | -$6.07K | ﹤0.01% | 1182 |
|
|
2018
Q2 | $27K | Buy |
959
+570
| +147% | +$16K | ﹤0.01% | 1192 |
|
|
2018
Q1 | $13K | Hold |
389
| – | – | ﹤0.01% | 1450 |
|
|
2017
Q4 | $12K | Buy |
389
+118
| +44% | +$3.64K | ﹤0.01% | 1511 |
|
|
2017
Q3 | $8K | Buy |
271
+150
| +124% | +$4.43K | ﹤0.01% | 1642 |
|
|
2017
Q2 | $3K | Sell |
121
-3
| -2% | -$74 | ﹤0.01% | 1881 |
|
|
2017
Q1 | $3K | Buy |
124
+12
| +11% | +$290 | ﹤0.01% | 1615 |
|
|
2016
Q4 | $3K | Hold |
112
| – | – | ﹤0.01% | 1468 |
|
|
2016
Q3 | $2K | Hold |
112
| – | – | ﹤0.01% | 1537 |
|
|
2016
Q2 | $2K | Hold |
112
| – | – | ﹤0.01% | 1498 |
|
|
2016
Q1 | $2K | Hold |
112
| – | – | ﹤0.01% | 1518 |
|
|
2015
Q4 | $2K | Buy |
+112
| New | +$2K | ﹤0.01% | 1515 |
|