EWA
EverSource Wealth Advisors’s Charles River Laboratories CRL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $31K | Sell |
204
-1,314
| -87% | -$199K | ﹤0.01% | 1952 |
|
|
2025
Q1 | $228K | Sell |
1,518
-155
| -9% | -$23.3K | 0.01% | 604 |
|
|
2024
Q4 | $309K | Buy |
1,673
+155
| +10% | +$28.6K | 0.02% | 497 |
|
|
2024
Q3 | $299K | Buy |
1,518
+5
| +0.3% | +$985 | 0.02% | 448 |
|
|
2024
Q2 | $369K | Sell |
1,513
-55
| -4% | -$13.4K | 0.02% | 380 |
|
|
2024
Q1 | $359K | Hold |
1,568
| – | – | 0.03% | 336 |
|
|
2023
Q4 | $371K | Sell |
1,568
-33
| -2% | -$7.8K | 0.03% | 297 |
|
|
2023
Q3 | $314K | Sell |
1,601
-51
| -3% | -$10K | 0.03% | 297 |
|
|
2023
Q2 | $347K | Buy |
1,652
+24
| +1% | +$5.05K | 0.04% | 282 |
|
|
2023
Q1 | $329K | Buy |
1,628
+31
| +2% | +$6.26K | 0.04% | 281 |
|
|
2022
Q4 | $348K | Sell |
1,597
-1,250
| -44% | -$272K | 0.05% | 251 |
|
|
2022
Q3 | $560K | Sell |
2,847
-337
| -11% | -$66.3K | 0.13% | 160 |
|
|
2022
Q2 | $681K | Sell |
3,184
-89
| -3% | -$19K | 0.18% | 106 |
|
|
2022
Q1 | $930K | Buy |
3,273
+1,621
| +98% | +$461K | 0.24% | 77 |
|
|
2021
Q4 | $623K | Buy |
+1,652
| New | +$623K | 0.17% | 101 |
|