AWM
AE Wealth Management’s Clearfield CLFD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-3,813
| Closed | -$359K | – | 1890 |
|
|
2022
Q4 | $359K | Sell |
3,813
-1,763
| -32% | -$166K | ﹤0.01% | 1429 |
|
|
2022
Q3 | $583K | Buy |
5,576
+200
| +4% | +$20.9K | ﹤0.01% | 1170 |
|
|
2022
Q2 | $333K | Sell |
5,376
-6,038
| -53% | -$374K | ﹤0.01% | 1392 |
|
|
2022
Q1 | $744K | Sell |
11,414
-2,702
| -19% | -$176K | 0.01% | 1039 |
|
|
2021
Q4 | $1.19M | Buy |
14,116
+1,861
| +15% | +$157K | 0.01% | 868 |
|
|
2021
Q3 | $541K | Sell |
12,255
-5,342
| -30% | -$236K | ﹤0.01% | 1141 |
|
|
2021
Q2 | $659K | Buy |
17,597
+4,607
| +35% | +$173K | 0.01% | 1016 |
|
|
2021
Q1 | $391K | Buy |
+12,990
| New | +$391K | ﹤0.01% | 1137 |
|