IFP Advisors’s Commault Systems CVLT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $28.2K | Sell |
140
-510
| -78% | -$103K | ﹤0.01% | 2359 |
|
|
2025
Q1 | $103K | Buy |
650
+410
| +171% | +$64.7K | ﹤0.01% | 1512 |
|
|
2024
Q4 | $36.2K | Buy |
240
+9
| +4% | +$1.36K | ﹤0.01% | 1981 |
|
|
2024
Q3 | $35.5K | Buy |
+231
| New | +$35.5K | ﹤0.01% | 1881 |
|
|
2023
Q1 | – | Sell |
-174
| Closed | -$14K | – | 3588 |
|
|
2022
Q4 | $14K | Sell |
174
-50
| -22% | -$4.02K | ﹤0.01% | 3140 |
|
|
2022
Q3 | $20K | Buy |
224
+138
| +160% | +$12.3K | ﹤0.01% | 3069 |
|
|
2022
Q2 | $7K | Hold |
86
| – | – | ﹤0.01% | 3589 |
|
|
2022
Q1 | $7K | Buy |
+86
| New | +$7K | ﹤0.01% | 3589 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 3578 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 3304 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 3226 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 3139 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 3005 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 2886 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 2888 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 2975 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 3167 |
|
|
2019
Q1 | – | Sell |
-85
| Closed | -$5K | – | 2560 |
|
|
2018
Q4 | $5K | Buy |
85
+77
| +963% | +$4.53K | ﹤0.01% | 2779 |
|
|
2018
Q3 | $1K | Buy |
+8
| New | +$1K | ﹤0.01% | 3622 |
|