Curi Wealth Management’s Charles River Laboratories CRL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-40,018
| Closed | -$9.46M | – | 24 |
|
|
2023
Q4 | $9.46M | Sell |
40,018
-8,699
| -18% | -$2.06M | 1.31% | 26 |
|
|
2023
Q3 | $9.55M | Sell |
48,717
-2,591
| -5% | -$508K | 1.46% | 25 |
|
|
2023
Q2 | $10.8M | Sell |
51,308
-3,190
| -6% | -$671K | 1.46% | 24 |
|
|
2023
Q1 | $11M | Sell |
54,498
-1,653
| -3% | -$334K | 1.58% | 22 |
|
|
2022
Q4 | $12.2M | Buy |
56,151
+19,642
| +54% | +$4.28M | 1.72% | 21 |
|
|
2022
Q3 | $7.18M | Sell |
36,509
-3,907
| -10% | -$769K | 1.19% | 33 |
|
|
2022
Q2 | $8.65M | Buy |
40,416
+16,104
| +66% | +$3.45M | 1.66% | 25 |
|
|
2022
Q1 | $6.9M | Buy |
+24,312
| New | +$6.9M | 1.2% | 36 |
|