Creative Planning’s Claritev Corporation CTEV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-280	Closed	-$23.7K	–	2930
2023 Q2	$23.7K	Sell	280 -289	-51%	-$24.4K	﹤0.01%	2467
2023 Q1	$24.1K	Sell	569 -143	-20%	-$6.07K	﹤0.01%	2369
2022 Q4	$32.8K	Buy	+712	New	+$32.8K	﹤0.01%	2259