Integrated Wealth Concepts’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
Q4 | – | Sell |
-1,170
| Closed | -$230K | – | 1734 |
|
2024
Q3 | $230K | Sell |
1,170
-60
| -5% | -$11.8K | ﹤0.01% | 1494 |
|
2024
Q2 | $254K | Buy |
1,230
+13
| +1% | +$2.69K | ﹤0.01% | 1410 |
|
2024
Q1 | $330K | Buy |
1,217
+33
| +3% | +$8.94K | ﹤0.01% | 1269 |
|
2023
Q4 | $280K | Sell |
1,184
-485
| -29% | -$115K | ﹤0.01% | 1301 |
|
2023
Q3 | $327K | Buy |
1,669
+421
| +34% | +$82.5K | 0.01% | 1182 |
|
2023
Q2 | $262K | Buy |
+1,248
| New | +$262K | ﹤0.01% | 1294 |
|