CWA
Clarus Wealth Advisors’s Bunge Global BG Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-1,783
| Closed | -$210K | – | 103 |
|
2022
Q1 | $210K | Buy |
+1,783
| New | +$210K | 0.13% | 102 |
|
2019
Q3 | – | Sell |
-1,886
| Closed | -$105K | – | 181 |
|
2019
Q2 | $105K | Buy |
1,886
+225
| +14% | +$12.5K | 0.08% | 183 |
|
2019
Q1 | $88K | Hold |
1,661
| – | – | 0.07% | 214 |
|
2018
Q4 | $89K | Sell |
1,661
-1,389
| -46% | -$74.4K | 0.14% | 184 |
|
2018
Q3 | $210K | Sell |
3,050
-268
| -8% | -$18.5K | 0.14% | 124 |
|
2018
Q2 | $245K | Hold |
3,318
| – | – | 0.19% | 79 |
|
2018
Q1 | $245K | Buy |
3,318
+150
| +5% | +$11.1K | 0.23% | 79 |
|
2017
Q4 | $213K | Buy |
+3,168
| New | +$213K | 0.21% | 97 |
|