CWA
Clarus Wealth Advisors’s Abbott ABT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,305
| Closed | -$262K | – | 127 |
|
|
2022
Q4 | $262K | Sell |
2,305
-55
| -2% | -$6.26K | 0.17% | 106 |
|
|
2022
Q3 | $239K | Buy |
+2,360
| New | +$239K | 0.17% | 96 |
|
|
2021
Q2 | – | Sell |
-3,533
| Closed | -$427K | – | 101 |
|
|
2021
Q1 | $427K | Buy |
3,533
+20
| +0.6% | +$2.42K | 0.27% | 69 |
|
|
2020
Q4 | $389K | Sell |
3,513
-307
| -8% | -$34K | 0.26% | 75 |
|
|
2020
Q3 | $406K | Sell |
3,820
-1,320
| -26% | -$140K | 0.31% | 64 |
|
|
2020
Q2 | $475K | Sell |
5,140
-7,522
| -59% | -$695K | 0.4% | 57 |
|
|
2020
Q1 | $1.01M | Sell |
12,662
-75
| -0.6% | -$5.96K | 1.01% | 19 |
|
|
2019
Q4 | $1.1M | Buy |
12,737
+245
| +2% | +$21.2K | 0.73% | 26 |
|
|
2019
Q3 | $1.05M | Buy |
12,492
+5,443
| +77% | +$455K | 0.76% | 23 |
|
|
2019
Q2 | $593K | Sell |
7,049
-2,452
| -26% | -$206K | 0.43% | 36 |
|
|
2019
Q1 | $760K | Buy |
9,501
+787
| +9% | +$63K | 0.57% | 24 |
|
|
2018
Q4 | $630K | Sell |
8,714
-907
| -9% | -$65.6K | 0.99% | 15 |
|
|
2018
Q3 | $706K | Buy |
9,621
+4,797
| +99% | +$352K | 0.46% | 26 |
|
|
2018
Q2 | $289K | Hold |
4,824
| – | – | 0.22% | 54 |
|
|
2018
Q1 | $289K | Sell |
4,824
-182
| -4% | -$10.9K | 0.27% | 54 |
|
|
2017
Q4 | $286K | Buy |
+5,006
| New | +$286K | 0.28% | 61 |
|