One Wealth Advisors’s Core Laboratories CLB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-858
| Closed | -$99K | – | 172 |
|
|
2018
Q3 | $99K | Sell |
858
-804
| -48% | -$92.8K | 0.08% | 192 |
|
|
2018
Q2 | $210K | Hold |
1,662
| – | – | 0.17% | 121 |
|
|
2018
Q1 | $180K | Buy |
1,662
+69
| +4% | +$7.47K | 0.16% | 126 |
|
|
2017
Q4 | $175K | Buy |
+1,593
| New | +$175K | 0.14% | 133 |
|