BerganKDV Wealth Management’s Charles River Laboratories CRL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-6
| Closed | -$1.21K | – | 915 |
|
|
2023
Q1 | $1.21K | Hold |
6
| – | – | ﹤0.01% | 885 |
|
|
2022
Q4 | $1.31K | Hold |
6
| – | – | ﹤0.01% | 849 |
|
|
2022
Q3 | $1K | Sell |
6
-9
| -60% | -$1.5K | ﹤0.01% | 868 |
|
|
2022
Q2 | $3K | Hold |
15
| – | – | ﹤0.01% | 758 |
|
|
2022
Q1 | $4K | Hold |
15
| – | – | ﹤0.01% | 747 |
|
|
2021
Q4 | $6K | Hold |
15
| – | – | ﹤0.01% | 746 |
|
|
2021
Q3 | $6K | Hold |
15
| – | – | ﹤0.01% | 721 |
|
|
2021
Q2 | $6K | Hold |
15
| – | – | ﹤0.01% | 675 |
|
|
2021
Q1 | $4K | Hold |
15
| – | – | ﹤0.01% | 686 |
|
|
2020
Q4 | $4K | Buy |
15
+5
| +50% | +$1.33K | ﹤0.01% | 683 |
|
|
2020
Q3 | $2K | Hold |
10
| – | – | ﹤0.01% | 688 |
|
|
2020
Q2 | $2K | Sell |
10
-12
| -55% | -$2.4K | ﹤0.01% | 737 |
|
|
2020
Q1 | $3K | Buy |
22
+4
| +22% | +$545 | ﹤0.01% | 655 |
|
|
2019
Q4 | $3K | Buy |
+18
| New | +$3K | ﹤0.01% | 702 |
|