Court Place Advisors’s Commault Systems CVLT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-5,850
| Closed | -$425K | – | 161 |
|
|
2023
Q2 | $425K | Sell |
5,850
-400
| -6% | -$29K | 0.15% | 105 |
|
|
2023
Q1 | $355K | Sell |
6,250
-150
| -2% | -$8.51K | 0.13% | 118 |
|
|
2022
Q4 | $402K | Hold |
6,400
| – | – | 0.15% | 116 |
|
|
2022
Q3 | $339K | Hold |
6,400
| – | – | 0.14% | 117 |
|
|
2022
Q2 | $403K | Hold |
6,400
| – | – | 0.15% | 112 |
|
|
2022
Q1 | $425K | Hold |
6,400
| – | – | 0.14% | 120 |
|
|
2021
Q4 | $441K | Buy |
+6,400
| New | +$441K | 0.12% | 125 |
|