CWP
Concord Wealth Partners’s Charles River Laboratories CRL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-95
| Closed | -$18.7K | – | 935 |
|
|
2024
Q3 | $18.7K | Buy |
+95
| New | +$18.7K | ﹤0.01% | 480 |
|
|
2024
Q2 | – | Sell |
-259
| Closed | -$70.2K | – | 857 |
|
|
2024
Q1 | $70.2K | Buy |
259
+203
| +363% | +$55K | 0.01% | 310 |
|
|
2023
Q4 | $13.2K | Sell |
56
-195
| -78% | -$46.1K | ﹤0.01% | 535 |
|
|
2023
Q3 | $49.2K | Hold |
251
| – | – | 0.01% | 381 |
|
|
2023
Q2 | $52.8K | Buy |
251
+102
| +68% | +$21.4K | 0.01% | 360 |
|
|
2023
Q1 | $30.1K | Sell |
149
-1
| -0.7% | -$202 | 0.01% | 424 |
|
|
2022
Q4 | $32.7K | Buy |
+150
| New | +$32.7K | 0.01% | 455 |
|
|
2022
Q3 | – | Sell |
-150
| Closed | -$32K | – | 347 |
|
|
2022
Q2 | $32K | Sell |
150
-37
| -20% | -$7.89K | 0.01% | 443 |
|
|
2022
Q1 | $53K | Sell |
187
-5
| -3% | -$1.42K | 0.01% | 422 |
|
|
2021
Q4 | $72K | Buy |
192
+184
| +2,300% | +$69K | 0.02% | 371 |
|
|
2021
Q3 | $3K | Sell |
8
-9
| -53% | -$3.38K | ﹤0.01% | 673 |
|
|
2021
Q2 | $6K | Hold |
17
| – | – | ﹤0.01% | 703 |
|
|
2021
Q1 | $5K | Buy |
17
+13
| +325% | +$3.82K | ﹤0.01% | 660 |
|
|
2020
Q4 | $1K | Buy |
+4
| New | +$1K | ﹤0.01% | 607 |
|