SW
SkyOak Wealth’s CorVel CRVL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,316
| Closed | -$325K | – | 256 |
|
|
2023
Q4 | $325K | Buy |
+1,316
| New | +$325K | 0.08% | 163 |
|
|
2023
Q3 | – | Sell |
-1,394
| Closed | -$270K | – | 242 |
|
|
2023
Q2 | $270K | Buy |
+1,394
| New | +$270K | 0.08% | 184 |
|
|
2021
Q3 | – | Sell |
-1,742
| Closed | -$234K | – | 236 |
|
|
2021
Q2 | $234K | Sell |
1,742
-3
| -0.2% | -$403 | 0.06% | 202 |
|
|
2021
Q1 | $203K | Buy |
+1,745
| New | +$203K | 0.06% | 219 |
|