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