Optimum Investment Advisors’s ClearPoint Neuro CLPT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,000
| Closed | -$13K | – | 804 |
|
|
2022
Q2 | $13K | Buy |
+1,000
| New | +$13K | 0.01% | 566 |
|
|
2021
Q3 | – | Sell |
-437
| Closed | -$8K | – | 835 |
|
|
2021
Q2 | $8K | Hold |
437
| – | – | ﹤0.01% | 769 |
|
|
2021
Q1 | $9K | Hold |
437
| – | – | ﹤0.01% | 767 |
|
|
2020
Q4 | $7K | Hold |
437
| – | – | ﹤0.01% | 756 |
|
|
2020
Q3 | $2K | Hold |
437
| – | – | ﹤0.01% | 805 |
|
|
2020
Q2 | $2K | Hold |
437
| – | – | ﹤0.01% | 804 |
|
|
2020
Q1 | $2K | Hold |
437
| – | – | ﹤0.01% | 805 |
|
|
2019
Q4 | $2K | Hold |
437
| – | – | ﹤0.01% | 889 |
|
|
2019
Q3 | $2K | Buy |
+437
| New | +$2K | ﹤0.01% | 930 |
|