Clearstead Trust’s Charles & Colvard Ltd CTHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,000
| Closed | -$4.1K | – | 448 |
|
|
2023
Q4 | $4.1K | Hold |
1,000
| – | – | ﹤0.01% | 369 |
|
|
2023
Q3 | $5.72K | Hold |
1,000
| – | – | ﹤0.01% | 374 |
|
|
2023
Q2 | $9.55K | Hold |
1,000
| – | – | ﹤0.01% | 314 |
|
|
2023
Q1 | $9.3K | Hold |
1,000
| – | – | ﹤0.01% | 302 |
|
|
2022
Q4 | $8K | Hold |
1,000
| – | – | ﹤0.01% | 323 |
|
|
2022
Q3 | $10K | Buy |
+1,000
| New | +$10K | ﹤0.01% | 291 |
|