AE Wealth Management’s Clearwater Paper CLW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-7,171
| Closed | -$213K | – | 2167 |
|
|
2024
Q4 | $213K | Sell |
7,171
-234
| -3% | -$6.97K | ﹤0.01% | 1246 |
|
|
2024
Q3 | $211K | Sell |
7,405
-611
| -8% | -$17.4K | ﹤0.01% | 1159 |
|
|
2024
Q2 | $389K | Buy |
+8,016
| New | +$389K | ﹤0.01% | 952 |
|
|
2020
Q1 | – | Sell |
-15,187
| Closed | -$324K | – | 1121 |
|
|
2019
Q4 | $324K | Sell |
15,187
-8,946
| -37% | -$191K | 0.01% | 871 |
|
|
2019
Q3 | $510K | Sell |
24,133
-7,799
| -24% | -$165K | 0.01% | 613 |
|
|
2019
Q2 | $590K | Buy |
31,932
+21,658
| +211% | +$400K | 0.02% | 542 |
|
|
2019
Q1 | $200K | Buy |
+10,274
| New | +$200K | 0.01% | 596 |
|