Wealthspire Advisors (Maryland)’s Core Laboratories CLB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-81
| Closed | -$6K | – | 757 |
|
|
2019
Q1 | $6K | Buy |
81
+58
| +252% | +$4.3K | ﹤0.01% | 1725 |
|
|
2018
Q4 | $1K | Sell |
23
-118
| -84% | -$5.13K | ﹤0.01% | 2239 |
|
|
2018
Q3 | $16K | Sell |
141
-272
| -66% | -$30.9K | ﹤0.01% | 1382 |
|
|
2018
Q2 | $52K | Sell |
413
-132
| -24% | -$16.6K | ﹤0.01% | 958 |
|
|
2018
Q1 | $59K | Sell |
545
-2
| -0.4% | -$217 | 0.01% | 915 |
|
|
2017
Q4 | $60K | Buy |
547
+57
| +12% | +$6.25K | 0.01% | 926 |
|
|
2017
Q3 | $48K | Sell |
490
-52
| -10% | -$5.09K | 0.01% | 991 |
|
|
2017
Q2 | $55K | Buy |
542
+359
| +196% | +$36.4K | 0.01% | 916 |
|
|
2017
Q1 | $21K | Sell |
183
-14
| -7% | -$1.61K | ﹤0.01% | 1064 |
|
|
2016
Q4 | $24K | Buy |
197
+66
| +50% | +$8.04K | ﹤0.01% | 962 |
|
|
2016
Q3 | $15K | Buy |
131
+20
| +18% | +$2.29K | ﹤0.01% | 1132 |
|
|
2016
Q2 | $14K | Sell |
111
-143
| -56% | -$18K | ﹤0.01% | 1109 |
|
|
2016
Q1 | $29K | Hold |
254
| – | – | 0.01% | 844 |
|
|
2015
Q4 | $28K | Buy |
+254
| New | +$28K | 0.01% | 866 |
|