CreativeOne Wealth’s Clarivate CLVT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-11,400
| Closed | -$109K | – | 626 |
|
2023
Q2 | $109K | Hold |
11,400
| – | – | 0.01% | 808 |
|
2023
Q1 | $107K | Buy |
+11,400
| New | +$107K | 0.01% | 774 |
|
2022
Q2 | – | Sell |
-14,200
| Closed | -$238K | – | 728 |
|
2022
Q1 | $238K | Buy |
+14,200
| New | +$238K | 0.01% | 653 |
|
2021
Q4 | – | Sell |
-14,564
| Closed | -$319K | – | 755 |
|
2021
Q3 | $319K | Buy |
14,564
+5,533
| +61% | +$121K | 0.02% | 532 |
|
2021
Q2 | $249K | Sell |
9,031
-769
| -8% | -$21.2K | 0.02% | 590 |
|
2021
Q1 | $259K | Buy |
+9,800
| New | +$259K | 0.02% | 479 |
|