Clarus Wealth Advisors’s Factset FDS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-272
| Closed | -$78K | – | 272 |
|
|
2019
Q2 | $78K | Sell |
272
-15
| -5% | -$4.3K | 0.06% | 228 |
|
|
2019
Q1 | $71K | Buy |
287
+1
| +0.3% | +$247 | 0.05% | 242 |
|
|
2018
Q4 | $57K | Buy |
286
+1
| +0.4% | +$199 | 0.09% | 241 |
|
|
2018
Q3 | $64K | Buy |
285
+4
| +1% | +$898 | 0.04% | 258 |
|
|
2018
Q2 | $56K | Buy |
+281
| New | +$56K | 0.04% | 265 |
|