Congress Wealth Management’s Core Laboratories CLB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
|
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|
2024
Q2 | $3.88M | Buy |
|
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|
2024
Q1 | $3.13M | Buy |
|
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|
2023
Q4 | $2.3M | Sell |
|
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|
2023
Q3 | $3.68M | Buy |
|
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|
2023
Q2 | $3.28M | Buy |
|
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|
2023
Q1 | $2.99M | Buy |
|
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|
2022
Q4 | $2.16M | Sell |
|
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|
2022
Q3 | $1.65M | Buy |
|
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|
2022
Q2 | $2.3M | Sell |
|
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|
2022
Q1 | $3.71M | Buy |
|