Montag & Associates’s Clarivate CLVT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-932
| Closed | -$6.93K | – | 986 |
|
|
2024
Q1 | $6.93K | Sell |
932
-6,800
| -88% | -$50.5K | ﹤0.01% | 790 |
|
|
2023
Q4 | $71.6K | Buy |
7,732
+6,800
| +730% | +$63K | ﹤0.01% | 515 |
|
|
2023
Q3 | $6.25K | Hold |
932
| – | – | ﹤0.01% | 784 |
|
|
2023
Q2 | $8.88K | Buy |
932
+381
| +69% | +$3.63K | ﹤0.01% | 762 |
|
|
2023
Q1 | $5.17K | Hold |
551
| – | – | ﹤0.01% | 809 |
|
|
2022
Q4 | $4.6K | Buy |
+551
| New | +$4.6K | ﹤0.01% | 826 |
|