Harvest Group Wealth Management’s Core Laboratories CLB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q1 | – | Sell |
-39
| Closed | -$1K | – | 156 |
|
2020
Q4 | $1K | Hold |
39
| – | – | ﹤0.01% | 439 |
|
2020
Q3 | $1K | Hold |
39
| – | – | ﹤0.01% | 428 |
|
2020
Q2 | $0 | Buy |
+39
| New | – | ﹤0.01% | 536 |
|
2020
Q1 | – | Sell |
-72
| Closed | -$2K | – | 571 |
|
2019
Q4 | $2K | Sell |
72
-1
| -1% | -$28 | ﹤0.01% | 585 |
|
2019
Q3 | $3K | Sell |
73
-19
| -21% | -$781 | ﹤0.01% | 536 |
|
2019
Q2 | $4K | Buy |
92
+19
| +26% | +$826 | 0.01% | 384 |
|
2019
Q1 | $5K | Buy |
+73
| New | +$5K | ﹤0.01% | 373 |
|