CWM
Compass Wealth Management’s Charles River Laboratories CRL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-233
| Closed | -$35.1K | – | 201 |
|
|
2025
Q1 | $35.1K | Hold |
233
| – | – | 0.01% | 275 |
|
|
2024
Q4 | $43K | Sell |
233
-466
| -67% | -$86K | 0.01% | 261 |
|
|
2024
Q3 | $138K | Hold |
699
| – | – | 0.03% | 179 |
|
|
2024
Q2 | $144K | Buy |
699
+675
| +2,813% | +$139K | 0.04% | 175 |
|
|
2024
Q1 | $6.5K | Hold |
24
| – | – | ﹤0.01% | 363 |
|
|
2023
Q4 | $5.67K | Sell |
24
-150
| -86% | -$35.5K | ﹤0.01% | 357 |
|
|
2023
Q3 | $34.1K | Hold |
174
| – | – | 0.01% | 271 |
|
|
2023
Q2 | $36.6K | Sell |
174
-190
| -52% | -$39.9K | 0.01% | 272 |
|
|
2023
Q1 | $73.5K | Sell |
364
-110
| -23% | -$22.2K | 0.02% | 208 |
|
|
2022
Q4 | $103K | Buy |
+474
| New | +$103K | 0.03% | 184 |
|