Plante Moran Financial Advisors’s Core Laboratories CLB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-6
| Closed | -$1K | – | 766 |
|
|
2018
Q2 | $1K | Sell |
6
-7
| -54% | -$1.17K | ﹤0.01% | 752 |
|
|
2018
Q1 | $1K | Buy |
13
+4
| +44% | +$308 | ﹤0.01% | 884 |
|
|
2017
Q4 | $1K | Hold |
9
| – | – | ﹤0.01% | 820 |
|
|
2017
Q3 | $1K | Buy |
9
+4
| +80% | +$444 | ﹤0.01% | 758 |
|
|
2017
Q2 | $1K | Hold |
5
| – | – | ﹤0.01% | 777 |
|
|
2017
Q1 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 820 |
|