Great Valley Advisor Group’s Clearfield CLFD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-3,925
Closed -$370K 709
2022
Q4
$370K Sell
3,925
-250
-6% -$23.5K 0.02% 498
2022
Q3
$437K Sell
4,175
-200
-5% -$20.9K 0.02% 451
2022
Q2
$271K Buy
+4,375
New +$271K 0.01% 572