ISWM
CLR

Independent Solutions Wealth Management’s CONTINENTAL RESOURCES INC. CLR Stock Holding History

Independent Solutions Wealth Management’s Portfolio CLR Stock Details CLR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-4,053
Closed -$271K – 228
2022
Q3 		$271K Sell
4,053
-16,333
-80% -$1.1M 0.09% 172
2022
Q2 		$1.33M Sell
20,386
-1,381
-6% -$87.5K 0.42% 63
2022
Q1 		$1.33M Buy
21,767
+111
+0.5% +$6.16K 0.34% 78
2021
Q4 		$969K Buy
21,656
+478
+2% +$22.7K 0.23% 93
2021
Q3 		$977K Buy
21,178
+55
+0.3% +$2.08K 0.24% 91
2021
Q2 		$803K Buy
21,123
+4,477
+27% +$139K 0.2% 102
2021
Q1 		$431K Buy
+16,646
New +$390K 0.12% 124

Other funds holding CLR

MGIA
Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return
JCP
Jennifer C. Price $75.5M AUM 6.25% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return