Financial Architects (New Jersey)’s Core Laboratories CLB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Hold |
0
| – | – | – | 1329 |
|
|
2018
Q1 | – | Hold |
0
| – | – | – | 1266 |
|
|
2017
Q4 | – | Sell |
-160
| Closed | -$16K | – | 1357 |
|
|
2017
Q3 | $16K | Hold |
160
| – | – | ﹤0.01% | 915 |
|
|
2017
Q2 | $16K | Sell |
160
-72
| -31% | -$7.2K | ﹤0.01% | 913 |
|
|
2017
Q1 | $27K | Sell |
232
-12
| -5% | -$1.4K | ﹤0.01% | 763 |
|
|
2016
Q4 | $29K | Buy |
244
+74
| +44% | +$8.8K | 0.01% | 721 |
|
|
2016
Q3 | $19K | Buy |
170
+16
| +10% | +$1.79K | 0.01% | 845 |
|
|
2016
Q2 | $19K | Hold |
154
| – | – | 0.01% | 790 |
|
|
2016
Q1 | $17K | Buy |
+154
| New | +$17K | 0.01% | 604 |
|
|
2015
Q3 | – | Sell |
-154
| Closed | -$18K | – | 327 |
|
|
2015
Q2 | $18K | Hold |
154
| – | – | 0.01% | 643 |
|
|
2015
Q1 | $16K | Buy |
+154
| New | +$16K | 0.01% | 609 |
|