CWA
Clarus Wealth Advisors’s Archer Daniels Midland ADM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-4,396
| Closed | -$379K | – | 129 |
|
2022
Q4 | $379K | Buy |
4,396
+523
| +14% | +$45.1K | 0.25% | 86 |
|
2022
Q3 | $335K | Buy |
+3,873
| New | +$335K | 0.24% | 81 |
|
2022
Q2 | – | Sell |
-2,776
| Closed | -$263K | – | 101 |
|
2022
Q1 | $263K | Buy |
+2,776
| New | +$263K | 0.16% | 88 |
|
2019
Q3 | – | Sell |
-2,639
| Closed | -$108K | – | 153 |
|
2019
Q2 | $108K | Buy |
2,639
+182
| +7% | +$7.45K | 0.08% | 180 |
|
2019
Q1 | $106K | Hold |
2,457
| – | – | 0.08% | 179 |
|
2018
Q4 | $101K | Sell |
2,457
-1,365
| -36% | -$56.1K | 0.16% | 158 |
|
2018
Q3 | $192K | Buy |
3,822
+3,274
| +597% | +$164K | 0.13% | 131 |
|
2018
Q2 | $24K | Buy |
+548
| New | +$24K | 0.02% | 399 |
|