Valeo Financial Advisors’s Core Laboratories CLB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-320
| Closed | -$5K | – | 1659 |
|
|
2020
Q3 | $5K | Sell |
320
-107
| -25% | -$1.67K | ﹤0.01% | 1195 |
|
|
2020
Q2 | $9K | Buy |
427
+297
| +228% | +$6.26K | ﹤0.01% | 1238 |
|
|
2020
Q1 | $1K | Hold |
130
| – | – | ﹤0.01% | 1582 |
|
|
2019
Q4 | $5K | Hold |
130
| – | – | ﹤0.01% | 1249 |
|
|
2019
Q3 | $6K | Hold |
130
| – | – | ﹤0.01% | 1133 |
|
|
2019
Q2 | $7K | Buy |
+130
| New | +$7K | ﹤0.01% | 1104 |
|
|
2018
Q2 | – | Sell |
-107
| Closed | -$12K | – | 1622 |
|
|
2018
Q1 | $12K | Buy |
+107
| New | +$12K | ﹤0.01% | 871 |
|