Carson Wealth (CWM LLC)’s Clarus CLAR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13K | Buy |
3,717
+1,247
| +50% | +$4.36K | ﹤0.01% | 4142 |
|
|
2025
Q1 | $9K | Sell |
2,470
-150
| -6% | -$547 | ﹤0.01% | 4141 |
|
|
2024
Q4 | $12K | Buy |
2,620
+2,058
| +366% | +$9.43K | ﹤0.01% | 3739 |
|
|
2024
Q3 | $3K | Buy |
562
+442
| +368% | +$2.36K | ﹤0.01% | 4245 |
|
|
2024
Q2 | $1K | Buy |
120
+75
| +167% | +$625 | ﹤0.01% | 4335 |
|
|
2024
Q1 | $0 | Buy |
45
+19
| +73% | – | ﹤0.01% | 4350 |
|
|
2023
Q4 | $0 | Buy |
+26
| New | – | ﹤0.01% | 4165 |
|
|
2022
Q4 | – | Sell |
-173
| Closed | -$2K | – | 3977 |
|
|
2022
Q3 | $2K | Buy |
173
+146
| +541% | +$1.69K | ﹤0.01% | 3422 |
|
|
2022
Q2 | $1K | Buy |
+27
| New | +$1K | ﹤0.01% | 3495 |
|
|
2019
Q1 | – | Sell |
-402
| Closed | -$4K | – | 2931 |
|
|
2018
Q4 | $4K | Hold |
402
| – | – | ﹤0.01% | 1575 |
|
|
2018
Q3 | $4K | Hold |
402
| – | – | ﹤0.01% | 1378 |
|
|
2018
Q2 | $3K | Hold |
402
| – | – | ﹤0.01% | 1276 |
|
|
2018
Q1 | $3K | Sell |
402
-777
| -66% | -$5.8K | ﹤0.01% | 1083 |
|
|
2017
Q4 | $9K | Sell |
1,179
-764
| -39% | -$5.83K | ﹤0.01% | 903 |
|
|
2017
Q3 | $15K | Sell |
1,943
-100,987
| -98% | -$780K | ﹤0.01% | 778 |
|
|
2017
Q2 | $681K | Sell |
102,930
-229,073
| -69% | -$1.52M | 0.03% | 222 |
|
|
2017
Q1 | $1.8M | Sell |
332,003
-13,295
| -4% | -$72.1K | 0.1% | 155 |
|
|
2016
Q4 | $1.84M | Sell |
345,298
-560,110
| -62% | -$2.98M | 0.11% | 157 |
|
|
2016
Q3 | $4.63M | Sell |
905,408
-26,799
| -3% | -$137K | 0.32% | 90 |
|
|
2016
Q2 | $3.84M | Sell |
932,207
-13,724
| -1% | -$56.6K | 0.28% | 108 |
|
|
2016
Q1 | $4.26M | Sell |
945,931
-181,366
| -16% | -$816K | 0.37% | 89 |
|
|
2015
Q4 | $4.96M | Buy |
1,127,297
+411,830
| +58% | +$1.81M | 0.48% | 72 |
|
|
2015
Q3 | $4.47M | Sell |
715,467
-67,403
| -9% | -$421K | 0.45% | 79 |
|
|
2015
Q2 | $7.2M | Buy |
782,870
+92,445
| +13% | +$850K | 0.69% | 59 |
|
|
2015
Q1 | $6.5M | Buy |
690,425
+216,936
| +46% | +$2.04M | 0.66% | 55 |
|
|
2014
Q4 | $4.13M | Buy |
473,489
+72,791
| +18% | +$634K | 0.5% | 69 |
|
|
2014
Q3 | $3.02M | Buy |
400,698
+154,710
| +63% | +$1.16M | 0.44% | 76 |
|
|
2014
Q2 | $2.75M | Buy |
245,988
+102,689
| +72% | +$1.15M | 0.49% | 65 |
|
|
2014
Q1 | $1.75M | Buy |
143,299
+84,201
| +142% | +$1.03M | 0.24% | 74 |
|
|
2013
Q4 | $780K | Buy |
59,098
+23,367
| +65% | +$308K | 0.12% | 113 |
|
|
2013
Q3 | $433K | Buy |
+35,731
| New | +$433K | 0.11% | 118 |
|