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Physician Wealth Advisors, Inc. → CLB
Physician Wealth Advisors, Inc. CLB Position History
Core Laboratories Inc. • Energy
Quarters held
5
Latest value
$903
Q3 2026
Peak value
$6K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $4K |
| Q4 2025 | $6K |
| Q1 2026 | $6K |
| Q2 2026 | $4K |
| Q3 2026 | $903 |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $903 | 93 | — | — |
| Q2 2026 | $4K | 333 | — | — |
| Q1 2026 | $6K | 348 | — | — |
| Q4 2025 | $6K | 348 | — | — |
| Q3 2025 | $4K | 348 | — | — |
Other funds holding CLB
$220.2M
$214.2M
$214.1M
$212.7M
$200.6M
$178.7M