LPL Financial
CVLG icon

LPL Financial’s Covenant Logistics CVLG Stock Holding History

LPL Financial’s Portfolio CVLG Stock Details CVLG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-9,244
Closed -$214K – 5046
2024
Q1 		$214K Buy
9,244
+78
+0.9% +$1.87K ﹤0.01% 4461
2023
Q4 		$211K Sell
9,166
-6,582
-42% -$141K ﹤0.01% 4351
2023
Q3 		$345K Buy
15,748
+3,492
+28% +$84.6K ﹤0.01% 3789
2023
Q2 		$269K Buy
+12,256
New +$237K ﹤0.01% 3939
2022
Q1 		– Sell
-18,614
Closed -$246K – 4227
2021
Q4 		$246K Buy
18,614
+2,234
+14% +$30.7K ﹤0.01% 3838
2021
Q3 		$226K Buy
+16,380
New +$183K ﹤0.01% 3868

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