Heritage Wealth Management (Arizona)’s Charles River Laboratories CRL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $349K | Sell |
1,690
-177
| -9% | -$36.6K | 0.19% | 102 |
|
|
2024
Q1 | $506K | Sell |
1,867
-43
| -2% | -$11.7K | 0.26% | 83 |
|
|
2023
Q4 | $452K | Buy |
+1,910
| New | +$452K | 0.24% | 87 |
|
|
2022
Q4 | $1.24M | Buy |
5,710
+3,419
| +149% | +$745K | 0.18% | 95 |
|
|
2022
Q3 | $451K | Sell |
2,291
-226
| -9% | -$44.5K | 0.14% | 108 |
|
|
2022
Q2 | $539K | Buy |
2,517
+236
| +10% | +$50.5K | 0.18% | 92 |
|
|
2022
Q1 | $648K | Buy |
+2,281
| New | +$648K | 0.18% | 96 |
|
|
2021
Q3 | $374K | Buy |
906
+130
| +17% | +$53.7K | 0.13% | 121 |
|
|
2021
Q2 | $287K | Buy |
776
+364
| +88% | +$135K | 0.11% | 159 |
|
|
2021
Q1 | $119K | Buy |
+412
| New | +$119K | 0.07% | 227 |
|