Institute for Wealth Management’s CATALENT, INC. CTLT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,675
| Closed | -$283K | – | 567 |
|
|
2024
Q3 | $283K | Hold |
4,675
| – | – | 0.04% | 426 |
|
|
2024
Q2 | $263K | Hold |
4,675
| – | – | 0.04% | 416 |
|
|
2024
Q1 | $264K | Hold |
4,675
| – | – | 0.03% | 414 |
|
|
2023
Q4 | $210K | Hold |
4,675
| – | – | 0.03% | 447 |
|
|
2023
Q3 | $213K | Hold |
4,675
| – | – | 0.04% | 417 |
|
|
2023
Q2 | $203K | Hold |
4,675
| – | – | 0.03% | 436 |
|
|
2023
Q1 | $307K | Hold |
4,675
| – | – | 0.06% | 339 |
|
|
2022
Q4 | $210K | Buy |
+4,675
| New | +$210K | 0.04% | 411 |
|