SPIA
Steward Partners Investment Advisory’s Clarivate CLVT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,200
| Closed | -$4.72K | – | 4145 |
|
|
2025
Q1 | $4.72K | Hold |
1,200
| – | – | ﹤0.01% | 3399 |
|
|
2024
Q4 | $6.1K | Hold |
1,200
| – | – | ﹤0.01% | 3297 |
|
|
2024
Q3 | $8.52K | Hold |
1,200
| – | – | ﹤0.01% | 3006 |
|
|
2024
Q2 | $6.83K | Sell |
1,200
-8,295
| -87% | -$47.2K | ﹤0.01% | 2946 |
|
|
2024
Q1 | $70.5K | Buy |
9,495
+8,495
| +850% | +$63.1K | ﹤0.01% | 1941 |
|
|
2023
Q4 | $9.26K | Hold |
1,000
| – | – | ﹤0.01% | 2741 |
|
|
2023
Q3 | $6.71K | Hold |
1,000
| – | – | ﹤0.01% | 2725 |
|
|
2023
Q2 | $9.53K | Buy |
1,000
+400
| +67% | +$3.81K | ﹤0.01% | 2582 |
|
|
2023
Q1 | $5.63K | Buy |
+600
| New | +$5.63K | ﹤0.01% | 2750 |
|
|
2022
Q3 | – | Sell |
-70
| Closed | -$1K | – | 3249 |
|
|
2022
Q2 | $1K | Sell |
70
-25
| -26% | -$357 | ﹤0.01% | 3094 |
|
|
2022
Q1 | $2K | Buy |
+95
| New | +$2K | ﹤0.01% | 3068 |
|
|
2021
Q4 | – | Sell |
-167
| Closed | -$4K | – | 3197 |
|
|
2021
Q3 | $4K | Hold |
167
| – | – | ﹤0.01% | 2849 |
|
|
2021
Q2 | $5K | Sell |
167
-34
| -17% | -$1.02K | ﹤0.01% | 6521 |
|
|
2021
Q1 | $5.3K | Buy |
+201
| New | +$5.3K | ﹤0.01% | 2994 |
|