BerganKDV Wealth Management’s Clarivate CLVT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-45
| Closed | -$423 | – | 908 |
|
|
2023
Q1 | $423 | Hold |
45
| – | – | ﹤0.01% | 986 |
|
|
2022
Q4 | $375 | Buy |
+45
| New | +$375 | ﹤0.01% | 977 |
|
|
2022
Q3 | – | Sell |
-116
| Closed | -$2K | – | 976 |
|
|
2022
Q2 | $2K | Buy |
116
+27
| +30% | +$466 | ﹤0.01% | 813 |
|
|
2022
Q1 | $1K | Sell |
89
-29
| -25% | -$326 | ﹤0.01% | 908 |
|
|
2021
Q4 | $3K | Sell |
118
-150
| -56% | -$3.81K | ﹤0.01% | 849 |
|
|
2021
Q3 | $6K | Buy |
+268
| New | +$6K | ﹤0.01% | 719 |
|