WR Wealth Planners’s Charles River Laboratories CRL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $185K | Sell |
1,000
-5
| -0.5% | -$923 | 0.06% | 161 |
|
|
2024
Q3 | $198K | Hold |
1,005
| – | – | 0.06% | 183 |
|
|
2024
Q2 | $208K | Hold |
1,005
| – | – | 0.06% | 166 |
|
|
2024
Q1 | $272K | Hold |
1,005
| – | – | 0.08% | 142 |
|
|
2023
Q4 | $238K | Hold |
1,005
| – | – | 0.09% | 162 |
|
|
2023
Q3 | $197K | Hold |
1,005
| – | – | 0.08% | 173 |
|
|
2023
Q2 | $211K | Hold |
1,005
| – | – | 0.08% | 162 |
|
|
2023
Q1 | $203K | Buy |
+1,005
| New | +$203K | 0.09% | 155 |
|