Clearstead Advisors’s Core Laboratories CLB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $74.9K | Hold |
|
|||||
|
2025
Q1 | $97.5K | Hold |
|
|||||
|
2024
Q4 | $113K | Hold |
|
|||||
|
2024
Q3 | $121K | Buy |
|
|||||
|
2024
Q2 | $126K | Buy |
|
|||||
|
2024
Q1 | $1.77K | Hold |
|
|||||
|
2023
Q4 | $1.8K | Sell |
|
|||||
|
2023
Q3 | $4.9K | Buy |
|
|||||
|
2021
Q2 | – | Sell |
|
|||||
|
2021
Q1 | $1K | Hold |
|
|||||
|
2020
Q4 | $1K | Hold |
|
|||||
|
2020
Q3 | $0 | Buy |
|