Creative Planning’s Clarivate CLVT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $271K | Buy |
63,128
+51,820
| +458% | +$223K | ﹤0.01% | 2981 |
|
|
2025
Q1 | $44.4K | Sell |
11,308
-1,917
| -14% | -$7.53K | ﹤0.01% | 3335 |
|
|
2024
Q4 | $67.2K | Sell |
13,225
-6,774
| -34% | -$34.4K | ﹤0.01% | 3197 |
|
|
2024
Q3 | $142K | Buy |
+19,999
| New | +$142K | ﹤0.01% | 2946 |
|
|
2023
Q4 | – | Sell |
-11,298
| Closed | -$75.8K | – | 2772 |
|
|
2023
Q3 | $75.8K | Buy |
11,298
+619
| +6% | +$4.15K | ﹤0.01% | 2416 |
|
|
2023
Q2 | $102K | Buy |
+10,679
| New | +$102K | ﹤0.01% | 2329 |
|