Merriman Wealth Management’s ClearPoint Neuro CLPT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-10,560
| Closed | -$168K | – | 189 |
|
|
2020
Q4 | $168K | Sell |
10,560
-35,440
| -77% | -$564K | 0.02% | 197 |
|
|
2020
Q3 | $251K | Sell |
46,000
-1,690
| -4% | -$9.22K | 0.04% | 146 |
|
|
2020
Q2 | $170K | Sell |
47,690
-49,010
| -51% | -$175K | 0.03% | 154 |
|
|
2020
Q1 | $346K | Sell |
96,700
-4,528
| -4% | -$16.2K | 0.08% | 108 |
|
|
2019
Q4 | $486K | Buy |
101,228
+27,496
| +37% | +$132K | 0.09% | 127 |
|
|
2019
Q3 | $373K | Buy |
+73,732
| New | +$373K | 0.08% | 131 |
|