CWA
Clarus Wealth Advisors’s Applied Materials AMAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,186
| Closed | -$237K | – | 120 |
|
|
2024
Q3 | $237K | Buy |
1,186
+164
| +16% | +$32.8K | 0.12% | 114 |
|
|
2024
Q2 | $261K | Sell |
1,022
-91
| -8% | -$23.2K | 0.14% | 103 |
|
|
2024
Q1 | $233K | Sell |
1,113
-269
| -19% | -$56.3K | 0.13% | 109 |
|
|
2023
Q4 | $222K | Buy |
+1,382
| New | +$222K | 0.13% | 105 |
|
|
2023
Q2 | $249K | Sell |
1,785
-195
| -10% | -$27.2K | 0.15% | 105 |
|
|
2023
Q1 | $227K | Buy |
+1,980
| New | +$227K | 0.14% | 110 |
|
|
2019
Q3 | – | Sell |
-102
| Closed | -$5K | – | 165 |
|
|
2019
Q2 | $5K | Hold |
102
| – | – | ﹤0.01% | 480 |
|
|
2019
Q1 | $4K | Buy |
+102
| New | +$4K | ﹤0.01% | 588 |
|