EverSource Wealth Advisors’s Clearfield CLFD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $434 | Sell |
10
-1
| -9% | -$43 | ﹤0.01% | 3920 |
|
2025
Q1 | $327 | Hold |
11
| – | – | ﹤0.01% | 3581 |
|
2024
Q4 | $341 | Sell |
11
-129
| -92% | -$4K | ﹤0.01% | 3308 |
|
2024
Q3 | $5.45K | Hold |
140
| – | – | ﹤0.01% | 2195 |
|
2024
Q2 | $6.08K | Hold |
140
| – | – | ﹤0.01% | 2137 |
|
2024
Q1 | $4.22K | Buy |
140
+109
| +352% | +$3.28K | ﹤0.01% | 2125 |
|
2023
Q4 | $901 | Buy |
+31
| New | +$901 | ﹤0.01% | 2425 |
|