AG
Aperio Group’s CorVel CRVL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $233K | Buy |
+2,199
| New | +$233K | ﹤0.01% | 2265 |
|
|
2020
Q1 | – | Sell |
-5,511
| Closed | -$481K | – | 2348 |
|
|
2019
Q4 | $481K | Sell |
5,511
-310
| -5% | -$27.1K | ﹤0.01% | 1818 |
|
|
2019
Q3 | $441K | Sell |
5,821
-365
| -6% | -$27.7K | ﹤0.01% | 1828 |
|
|
2019
Q2 | $538K | Buy |
6,186
+1,778
| +40% | +$155K | ﹤0.01% | 1751 |
|
|
2019
Q1 | $288K | Buy |
4,408
+736
| +20% | +$48.1K | ﹤0.01% | 2015 |
|
|
2018
Q4 | $227K | Sell |
3,672
-13
| -0.4% | -$804 | ﹤0.01% | 2080 |
|
|
2018
Q3 | $222K | Sell |
3,685
-429
| -10% | -$25.8K | ﹤0.01% | 2150 |
|
|
2018
Q2 | $222K | Buy |
4,114
+59
| +1% | +$3.18K | ﹤0.01% | 2130 |
|
|
2018
Q1 | $205K | Sell |
4,055
-48
| -1% | -$2.43K | ﹤0.01% | 2128 |
|
|
2017
Q4 | $217K | Sell |
4,103
-1,322
| -24% | -$69.9K | ﹤0.01% | 2116 |
|
|
2017
Q3 | $295K | Sell |
5,425
-910
| -14% | -$49.5K | ﹤0.01% | 1928 |
|
|
2017
Q2 | $301K | Buy |
6,335
+1,443
| +29% | +$68.6K | ﹤0.01% | 1889 |
|
|
2017
Q1 | $213K | Buy |
+4,892
| New | +$213K | ﹤0.01% | 2008 |
|
|
2016
Q4 | – | Sell |
-5,318
| Closed | -$204K | – | 2123 |
|
|
2016
Q3 | $204K | Hold |
5,318
| – | – | ﹤0.01% | 1927 |
|
|
2016
Q2 | $230K | Sell |
5,318
-210
| -4% | -$9.08K | ﹤0.01% | 1787 |
|
|
2016
Q1 | $218K | Hold |
5,528
| – | – | ﹤0.01% | 1833 |
|
|
2015
Q4 | $243K | Buy |
+5,528
| New | +$243K | ﹤0.01% | 1728 |
|