Forum Financial Management’s Clarivate CLVT Stock Holding History

Forum Financial Management’s Portfolio CLVT Stock Details CLVT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$78.9K	Buy
2025 Q1	–	Sell
2024 Q4	$127K	Buy
2024 Q3	$93.2K	Buy
2024 Q2	$74.6K	Buy
2023 Q4	–	Sell
2023 Q3	$80.6K	Buy
2022 Q3	–	Sell
2022 Q2	$148K	Buy