KWM
Kolinsky Wealth Management’s CorVel CRVL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $579K | Buy |
5,205
+3,470
| +200% | – | 0.35% | 58 |
|
|
2024
Q3 | $567K | Hold |
1,735
| – | – | 0.37% | 57 |
|
|
2024
Q2 | $441K | Buy |
1,735
+1
| +0.1% | +$254 | 0.32% | 68 |
|
|
2024
Q1 | $456K | Sell |
1,734
-14
| -0.8% | -$3.68K | 0.35% | 67 |
|
|
2023
Q4 | $432K | Sell |
1,748
-7
| -0.4% | -$1.73K | 0.38% | 64 |
|
|
2023
Q3 | $345K | Buy |
1,755
+18
| +1% | +$3.54K | 0.34% | 70 |
|
|
2023
Q2 | $338K | Buy |
1,737
+113
| +7% | +$22K | 0.32% | 77 |
|
|
2023
Q1 | $309K | Buy |
1,624
+4
| +0.2% | +$761 | 0.33% | 73 |
|
|
2022
Q4 | $235K | Buy |
1,620
+18
| +1% | +$2.61K | 0.27% | 105 |
|
|
2022
Q3 | $222K | Buy |
1,602
+7
| +0.4% | +$970 | 0.28% | 102 |
|
|
2022
Q2 | $235K | Hold |
1,595
| – | – | 0.28% | 99 |
|
|
2022
Q1 | $269K | Buy |
+1,595
| New | +$269K | 0.26% | 98 |
|