IWA
Intercontinental Wealth Advisors’s Charles River Laboratories CRL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $521K | Buy |
2,478
+95
| +4% | +$20K | 0.12% | 179 |
|
|
2023
Q1 | $481K | Sell |
2,383
-86
| -3% | -$17.4K | 0.12% | 200 |
|
|
2022
Q4 | $538K | Hold |
2,469
| – | – | 0.16% | 151 |
|
|
2022
Q3 | $486K | Buy |
2,469
+46
| +2% | +$9.06K | 0.15% | 152 |
|
|
2022
Q2 | $518K | Sell |
2,423
-41
| -2% | -$8.77K | 0.14% | 157 |
|
|
2022
Q1 | $700K | Buy |
2,464
+18
| +0.7% | +$5.11K | 0.16% | 131 |
|
|
2021
Q4 | $922K | Buy |
2,446
+988
| +68% | +$372K | 0.19% | 104 |
|
|
2021
Q3 | $602K | Sell |
1,458
-128
| -8% | -$52.9K | 0.14% | 145 |
|
|
2021
Q2 | $587K | Buy |
1,586
+243
| +18% | +$89.9K | 0.12% | 161 |
|
|
2021
Q1 | $389K | Buy |
1,343
+197
| +17% | +$57.1K | 0.08% | 186 |
|
|
2020
Q4 | $286K | Buy |
+1,146
| New | +$286K | 0.07% | 204 |
|