LWP
Legacy Wealth Planning’s Charles River Laboratories CRL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $1.1M | Hold |
5,582
| – | – | 1.82% | 14 |
|
|
2022
Q2 | $1.19M | Buy |
5,582
+75
| +1% | +$16K | 1.71% | 14 |
|
|
2022
Q1 | $1.56M | Hold |
5,507
| – | – | 1.84% | 13 |
|
|
2021
Q4 | $2.08M | Sell |
5,507
-688
| -11% | -$259K | 2.37% | 8 |
|
|
2021
Q3 | $2.56M | Hold |
6,195
| – | – | 2.86% | 6 |
|
|
2021
Q2 | $2.29M | Hold |
6,195
| – | – | 2.61% | 6 |
|
|
2021
Q1 | $1.8M | Hold |
6,195
| – | – | 2.29% | 6 |
|
|
2020
Q4 | $1.55M | Hold |
6,195
| – | – | 1.99% | 10 |
|
|
2020
Q3 | $1.4M | Buy |
6,195
+100
| +2% | +$22.6K | 1.6% | 13 |
|
|
2020
Q2 | $1.06M | Buy |
6,095
+3,282
| +117% | +$572K | 1.27% | 17 |
|
|
2020
Q1 | $355K | Buy |
+2,813
| New | +$355K | 0.57% | 36 |
|