CWA
Clarus Wealth Advisors’s Alkermes ALKS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-5,700
| Closed | -$128K | – | 162 |
|
|
2019
Q2 | $128K | Hold |
5,700
| – | – | 0.09% | 160 |
|
|
2019
Q1 | $208K | Hold |
5,700
| – | – | 0.16% | 97 |
|
|
2018
Q4 | $168K | Hold |
5,700
| – | – | 0.26% | 101 |
|
|
2018
Q3 | $242K | Buy |
5,700
+1,800
| +46% | +$76.4K | 0.16% | 98 |
|
|
2018
Q2 | $226K | Hold |
3,900
| – | – | 0.17% | 89 |
|
|
2018
Q1 | $226K | Sell |
3,900
-800
| -17% | -$46.4K | 0.21% | 89 |
|
|
2017
Q4 | $257K | Buy |
+4,700
| New | +$257K | 0.25% | 71 |
|