Wealthspire Advisors (Maryland)’s CorVel CRVL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-78
| Closed | -$2K | – | 808 |
|
|
2019
Q1 | $2K | Buy |
78
+9
| +13% | +$231 | ﹤0.01% | 2133 |
|
|
2018
Q4 | $1K | Hold |
69
| – | – | ﹤0.01% | 2246 |
|
|
2018
Q3 | $1K | Buy |
69
+27
| +64% | +$391 | ﹤0.01% | 2264 |
|
|
2018
Q2 | $1K | Hold |
42
| – | – | ﹤0.01% | 2287 |
|
|
2018
Q1 | $1K | Sell |
42
-138
| -77% | -$3.29K | ﹤0.01% | 2311 |
|
|
2017
Q4 | $3K | Buy |
180
+42
| +30% | +$700 | ﹤0.01% | 1974 |
|
|
2017
Q3 | $3K | Hold |
138
| – | – | ﹤0.01% | 1896 |
|
|
2017
Q2 | $2K | Buy |
+138
| New | +$2K | ﹤0.01% | 1973 |
|