Valeo Financial Advisors’s Clearwater Paper CLW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-6,900
| Closed | -$250K | – | 644 |
|
|
2023
Q3 | $250K | Hold |
6,900
| – | – | 0.01% | 506 |
|
|
2023
Q2 | $216K | Hold |
6,900
| – | – | 0.01% | 526 |
|
|
2023
Q1 | $231K | Hold |
6,900
| – | – | 0.01% | 516 |
|
|
2022
Q4 | $261K | Hold |
6,900
| – | – | 0.01% | 418 |
|
|
2022
Q3 | $259K | Hold |
6,900
| – | – | 0.02% | 383 |
|
|
2022
Q2 | $232K | Buy |
+6,900
| New | +$232K | 0.01% | 412 |
|
|
2022
Q1 | – | Sell |
-6,900
| Closed | -$253K | – | 588 |
|
|
2021
Q4 | $253K | Hold |
6,900
| – | – | 0.01% | 438 |
|
|
2021
Q3 | $264K | Buy |
+6,900
| New | +$264K | 0.02% | 407 |
|