Motive Wealth Advisors’s Clarivate CLVT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-18,922
Closed -$445K 82
2021
Q4
$445K Sell
18,922
-17,959
-49% -$422K 0.27% 61
2021
Q3
$808K Sell
36,881
-280
-0.8% -$6.13K 0.55% 40
2021
Q2
$1.02M Buy
+37,161
New +$1.02M 0.73% 31