Tyler-Stone Wealth Management’s Clover Health Investments CLOV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
-1,000
Closed -$1K 959
2023
Q3
$1K Hold
1,000
﹤0.01% 839
2023
Q2
$1K Buy
+1,000
New +$887 ﹤0.01% 831
2022
Q4
$1K Hold
1,000
﹤0.01% 790
2022
Q3
$2K Sell
1,000
-200
-17% -$524 ﹤0.01% 737
2022
Q2
$3K Buy
+1,200
New +$3.19K ﹤0.01% 716

Other funds holding CLOV

Tyler-Stone Wealth Management's CLOV Position: Q4 2023 in Review

Tyler-Stone Wealth Management sold out of Clover Health Investments (CLOV) in Q4 2023, closing a stake of 1,000 shares — an estimated $1K sold.

Tyler-Stone Wealth Management first reported a position in CLOV in Q2 2022 and held it in 5 quarters. The position peaked at $3K in Q2 2022. 144 funds tracked by Wall St. Rank hold CLOV as of Q4 2023.

  • Tyler-Stone Wealth Management reported no remaining Clover Health Investments position as of Q4 2023 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 1,000 Clover Health Investments shares in Q4 2023, an estimated $1K.
  • Tyler-Stone Wealth Management first reported a position in Clover Health Investments in Q2 2022 and held it in 5 quarters.
  • Tyler-Stone Wealth Management's Clover Health Investments position peaked at $3K in Q2 2022.
  • 144 funds tracked by Wall St. Rank held Clover Health Investments as of Q4 2023.

Based on Tyler-Stone Wealth Management's 13F filing for Q4 2023, filed 14 Feb 2024.