Montag & Caldwell’s Clarivate CLVT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-27,869
Closed -$386K 90
2022
Q2
$386K Buy
27,869
+817
+3% +$11.3K 0.06% 72
2022
Q1
$453K Sell
27,052
-17,310
-39% -$290K 0.05% 58
2021
Q4
$1.04M Buy
44,362
+2,389
+6% +$56.2K 0.1% 42
2021
Q3
$919K Buy
41,973
+7,506
+22% +$164K 0.08% 45
2021
Q2
$949K Buy
34,467
+1,211
+4% +$33.3K 0.09% 39
2021
Q1
$878K Buy
+33,256
New +$878K 0.08% 39