CFA
CWS Financial Advisors’s Clarivate CLVT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-12,827
| Closed | -$119K | – | 116 |
|
|
2023
Q4 | $119K | Buy |
12,827
+3,554
| +38% | +$32.9K | 0.04% | 143 |
|
|
2023
Q3 | $62.2K | Sell |
9,273
-2,703
| -23% | -$18.1K | 0.02% | 173 |
|
|
2023
Q2 | $114K | Sell |
11,976
-5
| -0% | -$48 | 0.04% | 148 |
|
|
2023
Q1 | $113K | Buy |
+11,981
| New | +$113K | 0.04% | 140 |
|
|
2022
Q4 | – | Sell |
-11,132
| Closed | -$105K | – | 144 |
|
|
2022
Q3 | $105K | Sell |
11,132
-66
| -0.6% | -$623 | 0.05% | 134 |
|
|
2022
Q2 | $155K | Hold |
11,198
| – | – | 0.07% | 142 |
|
|
2022
Q1 | $188K | Buy |
+11,198
| New | +$188K | 0.07% | 150 |
|