Allworth Financial’s Claritev Corporation CTEV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-8
| Closed | -$253 | – | 3804 |
|
|
2024
Q1 | $253 | Hold |
8
| – | – | ﹤0.01% | 3420 |
|
|
2023
Q4 | $448 | Sell |
8
-2
| -20% | -$112 | ﹤0.01% | 3156 |
|
|
2023
Q3 | $642 | Sell |
10
-10
| -50% | -$642 | ﹤0.01% | 2981 |
|
|
2023
Q2 | $1.68K | Sell |
20
-37
| -65% | -$3.12K | ﹤0.01% | 2549 |
|
|
2023
Q1 | $2.43K | Buy |
57
+11
| +24% | +$469 | ﹤0.01% | 2330 |
|
|
2022
Q4 | $2.11K | Buy |
+46
| New | +$2.11K | ﹤0.01% | 2227 |
|