TWM
Thrive Wealth Management’s Charles River Laboratories CRL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,140
| Closed | -$225K | – | 203 |
|
|
2024
Q3 | $225K | Buy |
1,140
+38
| +3% | +$7.49K | 0.04% | 202 |
|
|
2024
Q2 | $228K | Buy |
1,102
+26
| +2% | +$5.37K | 0.04% | 191 |
|
|
2024
Q1 | $292K | Buy |
1,076
+110
| +11% | +$29.8K | 0.06% | 161 |
|
|
2023
Q4 | $228K | Buy |
+966
| New | +$228K | 0.05% | 171 |
|
|
2023
Q3 | – | Sell |
-1,000
| Closed | -$210K | – | 171 |
|
|
2023
Q2 | $210K | Buy |
+1,000
| New | +$210K | 0.05% | 171 |
|
|
2023
Q1 | – | Sell |
-956
| Closed | -$208K | – | 172 |
|
|
2022
Q4 | $208K | Buy |
+956
| New | +$208K | 0.06% | 152 |
|