Waverly Advisors’s Core Laboratories CLB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-40
| Closed | -$4K | – | 365 |
|
|
2015
Q1 | $4K | Hold |
40
| – | – | ﹤0.01% | 306 |
|
|
2014
Q4 | $5K | Hold |
40
| – | – | ﹤0.01% | 368 |
|
|
2014
Q3 | $6K | Hold |
40
| – | – | ﹤0.01% | 582 |
|
|
2014
Q2 | $7K | Hold |
40
| – | – | ﹤0.01% | 514 |
|
|
2014
Q1 | $8K | Hold |
40
| – | – | ﹤0.01% | 465 |
|
|
2013
Q4 | $8K | Buy |
+40
| New | +$8K | ﹤0.01% | 585 |
|