Venturi Wealth Management’s Clearfield CLFD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-50
| Closed | -$1.55K | – | 803 |
|
|
2024
Q4 | $1.55K | Hold |
50
| – | – | ﹤0.01% | 1881 |
|
|
2024
Q3 | $1.95K | Hold |
50
| – | – | ﹤0.01% | 1668 |
|
|
2024
Q2 | $1.93K | Hold |
50
| – | – | ﹤0.01% | 1367 |
|
|
2024
Q1 | $1.54K | Hold |
50
| – | – | ﹤0.01% | 1288 |
|
|
2023
Q4 | $1.45K | Hold |
50
| – | – | ﹤0.01% | 1281 |
|
|
2023
Q3 | $1.43K | Hold |
50
| – | – | ﹤0.01% | 1236 |
|
|
2023
Q2 | $2.37K | Buy |
+50
| New | +$2.37K | ﹤0.01% | 890 |
|