CWA
Clarus Wealth Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,096
| Closed | -$628K | – | 132 |
|
|
2024
Q1 | $628K | Sell |
2,096
-73
| -3% | -$21.9K | 0.36% | 57 |
|
|
2023
Q4 | $595K | Buy |
+2,169
| New | +$595K | 0.35% | 64 |
|
|
2023
Q2 | $487K | Buy |
+2,323
| New | +$487K | 0.3% | 75 |
|
|
2020
Q4 | – | Sell |
-1,452
| Closed | -$363K | – | 137 |
|
|
2020
Q3 | $363K | Sell |
1,452
-3
| -0.2% | -$750 | 0.28% | 70 |
|
|
2020
Q2 | $286K | Buy |
+1,455
| New | +$286K | 0.24% | 89 |
|
|
2020
Q1 | – | Sell |
-3,280
| Closed | -$589K | – | 116 |
|
|
2019
Q4 | $589K | Buy |
3,280
+283
| +9% | +$50.8K | 0.39% | 72 |
|
|
2019
Q3 | $445K | Buy |
2,997
+1,961
| +189% | +$291K | 0.33% | 75 |
|
|
2019
Q2 | $157K | Buy |
1,036
+203
| +24% | +$30.8K | 0.11% | 137 |
|
|
2019
Q1 | $132K | Buy |
833
+4
| +0.5% | +$634 | 0.1% | 157 |
|
|
2018
Q4 | $114K | Buy |
829
+543
| +190% | +$74.7K | 0.18% | 146 |
|
|
2018
Q3 | $45K | Buy |
286
+145
| +103% | +$22.8K | 0.03% | 314 |
|
|
2018
Q2 | $16K | Buy |
+141
| New | +$16K | 0.01% | 452 |
|