CWM
CarsonAllaria Wealth Management’s Clover Health Investments CLOV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,050
| Closed | -$942 | – | 371 |
|
|
2023
Q2 | $942 | Hold |
1,050
| – | – | ﹤0.01% | 359 |
|
|
2023
Q1 | $887 | Sell |
1,050
-20
| -2% | -$17 | ﹤0.01% | 342 |
|
|
2022
Q4 | $1K | Sell |
1,070
-640
| -37% | -$598 | ﹤0.01% | 309 |
|
|
2022
Q3 | $3K | Hold |
1,710
| – | – | ﹤0.01% | 257 |
|
|
2022
Q2 | $4K | Hold |
1,710
| – | – | ﹤0.01% | 240 |
|
|
2022
Q1 | $6K | Hold |
1,710
| – | – | 0.01% | 227 |
|
|
2021
Q4 | $6K | Buy |
+1,710
| New | +$6K | 0.01% | 249 |
|