Carson Wealth (CWM LLC)’s Clarivate CLVT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9K | Buy |
2,146
+1,828
| +575% | +$7.67K | ﹤0.01% | 4339 |
|
|
2025
Q1 | $1K | Sell |
318
-466
| -59% | -$1.47K | ﹤0.01% | 4870 |
|
|
2024
Q4 | $4K | Sell |
784
-730
| -48% | -$3.72K | ﹤0.01% | 4279 |
|
|
2024
Q3 | $11K | Buy |
1,514
+478
| +46% | +$3.47K | ﹤0.01% | 3718 |
|
|
2024
Q2 | $6K | Buy |
1,036
+58
| +6% | +$336 | ﹤0.01% | 3752 |
|
|
2024
Q1 | $7K | Buy |
978
+436
| +80% | +$3.12K | ﹤0.01% | 3491 |
|
|
2023
Q4 | $5K | Sell |
542
-2,768
| -84% | -$25.5K | ﹤0.01% | 3486 |
|
|
2023
Q3 | $22K | Sell |
3,310
-129
| -4% | -$857 | ﹤0.01% | 2619 |
|
|
2023
Q2 | $33K | Buy |
3,439
+402
| +13% | +$3.86K | ﹤0.01% | 2286 |
|
|
2023
Q1 | $29K | Sell |
3,037
-1,816
| -37% | -$17.3K | ﹤0.01% | 2239 |
|
|
2022
Q4 | $40K | Buy |
4,853
+1,148
| +31% | +$9.46K | ﹤0.01% | 1869 |
|
|
2022
Q3 | $35K | Buy |
3,705
+2,866
| +342% | +$27.1K | ﹤0.01% | 1844 |
|
|
2022
Q2 | $12K | Sell |
839
-420
| -33% | -$6.01K | ﹤0.01% | 2449 |
|
|
2022
Q1 | $21K | Buy |
1,259
+810
| +180% | +$13.5K | ﹤0.01% | 2040 |
|
|
2021
Q4 | $11K | Buy |
+449
| New | +$11K | ﹤0.01% | 2287 |
|
|
2021
Q2 | $6K | Hold |
200
| – | – | ﹤0.01% | 2272 |
|
|
2021
Q1 | $6K | Hold |
200
| – | – | ﹤0.01% | 2272 |
|
|
2020
Q4 | $6K | Hold |
200
| – | – | ﹤0.01% | 2272 |
|
|
2020
Q3 | $6K | Hold |
200
| – | – | ﹤0.01% | 2272 |
|
|
2020
Q2 | $6K | Hold |
200
| – | – | ﹤0.01% | 2272 |
|
|
2020
Q1 | $6K | Hold |
200
| – | – | ﹤0.01% | 2272 |
|
|
2019
Q4 | $6K | Hold |
200
| – | – | ﹤0.01% | 2272 |
|
|
2019
Q3 | $6K | Hold |
200
| – | – | ﹤0.01% | 2272 |
|
|
2019
Q2 | $6K | Hold |
200
| – | – | ﹤0.01% | 2272 |
|
|
2019
Q1 | $6K | Buy |
+200
| New | +$6K | ﹤0.01% | 2272 |
|