PACK Private Wealth’s Clearfield CLFD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $326K | Hold |
7,500
| – | – | 0.17% | 32 |
|
|
2025
Q1 | $223K | Hold |
7,500
| – | – | 0.13% | 36 |
|
|
2024
Q4 | $233K | Hold |
7,500
| – | – | 0.14% | 37 |
|
|
2024
Q3 | $292K | Hold |
7,500
| – | – | 0.17% | 34 |
|
|
2024
Q2 | $289K | Hold |
7,500
| – | – | 0.18% | 33 |
|
|
2024
Q1 | $231K | Buy |
+7,500
| New | +$231K | 0.15% | 37 |
|
|
2023
Q4 | – | Sell |
-7,489
| Closed | -$216K | – | 38 |
|
|
2023
Q3 | $216K | Hold |
7,489
| – | – | 0.16% | 34 |
|
|
2023
Q2 | $355K | Hold |
7,489
| – | – | 0.26% | 25 |
|
|
2023
Q1 | $349K | Hold |
7,489
| – | – | 0.28% | 21 |
|
|
2022
Q4 | $705K | Hold |
7,489
| – | – | 0.6% | 17 |
|
|
2022
Q3 | $784K | Hold |
7,489
| – | – | 0.74% | 16 |
|
|
2022
Q2 | $464K | Hold |
7,489
| – | – | 0.42% | 20 |
|
|
2022
Q1 | $488K | Buy |
7,489
+4,089
| +120% | +$266K | 0.4% | 20 |
|
|
2021
Q4 | $287K | Buy |
+3,400
| New | +$287K | 0.23% | 34 |
|