IWA
IBEX Wealth Advisors’s Charles River Laboratories CRL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,022
| Closed | -$385K | – | 182 |
|
|
2021
Q4 | $385K | Sell |
1,022
-10,167
| -91% | -$3.83M | 0.07% | 136 |
|
|
2021
Q3 | $4.62M | Buy |
11,189
+316
| +3% | +$130K | 0.89% | 37 |
|
|
2021
Q2 | $4.02M | Buy |
10,873
+487
| +5% | +$180K | 0.8% | 49 |
|
|
2021
Q1 | $3.01M | Buy |
+10,386
| New | +$3.01M | 0.74% | 62 |
|