EverSource Wealth Advisors’s Core Laboratories CLB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$10.8K	Sell	642 -251	-28%	-$4.49K	﹤0.01%	2873
2025 Q4	$14.3K	Buy	893 +762	+582%	+$11.3K	﹤0.01%	2602
2025 Q3	$1.62K	Sell	131 -800	-86%	-$9.38K	﹤0.01%	3579
2025 Q2	$10.7K	Buy	931 +798	+600%	+$9.46K	﹤0.01%	2764
2025 Q1	$1.99K	Sell	133 -31	-19%	-$519	﹤0.01%	2932
2024 Q4	$2.84K	Buy	164 +31	+23%	+$598	﹤0.01%	2577
2024 Q3	$2.46K	Hold	133	–	–	﹤0.01%	2474
2024 Q2	$3.26K	Hold	133	–	–	﹤0.01%	2374
2024 Q1	$2.1K	Buy	133 +31	+30%	+$488	﹤0.01%	2369
2023 Q4	$1.8K	Sell	102 -19	-16%	-$383	﹤0.01%	2199
2023 Q3	$2.9K	Buy	121 +19	+19%	+$466	﹤0.01%	1894
2023 Q2	$2.37K	Hold	102	–	–	﹤0.01%	1981
2023 Q1	$2.25K	Buy	102 +2	+2%	+$47	﹤0.01%	1904
2022 Q4	$2.03K	Hold	100	–	–	﹤0.01%	1911
2022 Q3	$1K	Hold	100	–	–	﹤0.01%	1790
2022 Q2	$2K	Hold	100	–	–	﹤0.01%	1476
2022 Q1	$3K	Hold	100	–	–	﹤0.01%	1403
2021 Q4	$2K	Buy	+100	New	+$2.61K	﹤0.01%	1518