WFG Advisors’s Crane NXT CXT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-2,067
| Closed | -$52K | – | 1511 |
|
|
2016
Q4 | $52K | Sell |
2,067
-2,799
| -58% | -$70.4K | 0.01% | 707 |
|
|
2016
Q3 | $106K | Sell |
4,866
-106
| -2% | -$2.31K | 0.03% | 502 |
|
|
2016
Q2 | $98K | Buy |
4,972
+106
| +2% | +$2.09K | 0.03% | 497 |
|
|
2016
Q1 | $91K | Buy |
4,866
+1,210
| +33% | +$22.6K | 0.03% | 496 |
|
|
2015
Q4 | $61K | Hold |
3,656
| – | – | 0.02% | 610 |
|
|
2015
Q3 | $59K | Sell |
3,656
-136
| -4% | -$2.2K | 0.02% | 592 |
|
|
2015
Q2 | $77K | Hold |
3,792
| – | – | 0.02% | 605 |
|
|
2015
Q1 | $82K | Hold |
3,792
| – | – | 0.02% | 590 |
|
|
2014
Q4 | $77K | Buy |
3,792
+596
| +19% | +$12.1K | 0.02% | 723 |
|
|
2014
Q3 | $70K | Sell |
3,196
-112
| -3% | -$2.45K | 0.01% | 796 |
|
|
2014
Q2 | $85K | Sell |
3,308
-89
| -3% | -$2.29K | 0.02% | 711 |
|
|
2014
Q1 | $84K | Sell |
3,397
-29,677
| -90% | -$734K | 0.02% | 704 |
|
|
2013
Q4 | $773K | Sell |
33,074
-1,592
| -5% | -$37.2K | 0.11% | 215 |
|
|
2013
Q3 | $743K | Sell |
34,666
-4,111
| -11% | -$88.1K | 0.12% | 206 |
|
|
2013
Q2 | $807K | Buy |
+38,777
| New | +$807K | 0.13% | 188 |
|