DWA
CTEV

Delap Wealth Advisory’s Claritev Corporation CTEV Stock Holding History

Delap Wealth Advisory’s Portfolio CTEV Stock Details CTEV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-440
Closed -$6.84K – 121
2024
Q2 		$6.84K Buy
+440
New +$6.84K ﹤0.01% 119