WJWM
Williams Jones Wealth Management’s ClearPoint Neuro CLPT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-21,552
| Closed | -$411K | – | 497 |
|
|
2021
Q2 | $411K | Hold |
21,552
| – | – | 0.01% | 349 |
|
|
2021
Q1 | $456K | Hold |
21,552
| – | – | 0.01% | 322 |
|
|
2020
Q4 | $342K | Hold |
21,552
| – | – | 0.01% | 350 |
|
|
2020
Q3 | $118K | Hold |
21,552
| – | – | ﹤0.01% | 412 |
|
|
2020
Q2 | $77K | Hold |
21,552
| – | – | ﹤0.01% | 399 |
|
|
2020
Q1 | $77K | Hold |
21,552
| – | – | ﹤0.01% | 363 |
|
|
2019
Q4 | $103K | Hold |
21,552
| – | – | ﹤0.01% | 429 |
|
|
2019
Q3 | $109K | Buy |
+21,552
| New | +$109K | ﹤0.01% | 411 |
|