Empirical Wealth Management’s Claritev Corporation CTEV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-3,847
Closed -$59.8K 607
2024
Q2
$59.8K Buy
3,847
+2,706
+237% +$42K ﹤0.01% 551
2024
Q1
$37K Buy
1,141
+465
+69% +$15.1K ﹤0.01% 523
2023
Q4
$39K Buy
676
+53
+9% +$3.05K ﹤0.01% 491
2023
Q3
$41.9K Buy
+623
New +$41.9K ﹤0.01% 455