OneDigital Investment Advisors’s Charles River Laboratories CRL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,175
| Closed | -$231K | – | 1421 |
|
|
2024
Q3 | $231K | Buy |
1,175
+32
| +3% | +$6.3K | ﹤0.01% | 1288 |
|
|
2024
Q2 | $236K | Buy |
1,143
+134
| +13% | +$27.7K | ﹤0.01% | 1213 |
|
|
2024
Q1 | $273K | Sell |
1,009
-307
| -23% | -$83.2K | ﹤0.01% | 943 |
|
|
2023
Q4 | $311K | Buy |
+1,316
| New | +$311K | 0.01% | 897 |
|
|
2022
Q1 | – | Sell |
-602
| Closed | -$227K | – | 752 |
|
|
2021
Q4 | $227K | Buy |
602
+35
| +6% | +$13.2K | 0.01% | 677 |
|
|
2021
Q3 | $234K | Buy |
+567
| New | +$234K | 0.01% | 629 |
|