CWA
Clarus Wealth Advisors’s Automatic Data Processing ADP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-996
| Closed | -$240K | – | 130 |
|
|
2022
Q4 | $240K | Sell |
996
-108
| -10% | -$26K | 0.16% | 111 |
|
|
2022
Q3 | $252K | Buy |
+1,104
| New | +$252K | 0.18% | 93 |
|
|
2022
Q2 | – | Sell |
-897
| Closed | -$207K | – | 102 |
|
|
2022
Q1 | $207K | Buy |
+897
| New | +$207K | 0.13% | 103 |
|
|
2019
Q3 | – | Sell |
-1,056
| Closed | -$175K | – | 155 |
|
|
2019
Q2 | $175K | Buy |
1,056
+202
| +24% | +$33.5K | 0.13% | 130 |
|
|
2019
Q1 | $136K | Sell |
854
-6
| -0.7% | -$956 | 0.1% | 152 |
|
|
2018
Q4 | $113K | Sell |
860
-5
| -0.6% | -$657 | 0.18% | 148 |
|
|
2018
Q3 | $130K | Buy |
865
+292
| +51% | +$43.9K | 0.08% | 181 |
|
|
2018
Q2 | $65K | Buy |
+573
| New | +$65K | 0.05% | 245 |
|