SWRP
CTLT

Summit Wealth & Retirement Planning’s CATALENT, INC. CTLT Stock Holding History

Summit Wealth & Retirement Planning’s Portfolio CTLT Stock Details CTLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-4,240
Closed -$279K – 107
2023
Q1 		$279K Sell
4,240
-2,056
-33% -$135K 0.1% 87
2022
Q4 		$283K Buy
6,296
+1,358
+28% +$61.1K 0.12% 84
2022
Q3 		$357K Hold
4,938
– – 0.14% 80
2022
Q2 		$530K Buy
+4,938
New +$530K 0.2% 63