CWA
Clarus Wealth Advisors’s Freedom 100 Emerging Markets ETF FRDM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-22,046
| Closed | -$720K | – | 106 |
|
2024
Q4 | $720K | Sell |
22,046
-315
| -1% | -$10.3K | 0.36% | 67 |
|
2024
Q3 | $792K | Sell |
22,361
-692
| -3% | -$24.5K | 0.4% | 53 |
|
2024
Q2 | $854K | Sell |
23,053
-1,781
| -7% | -$66K | 0.45% | 47 |
|
2024
Q1 | $842K | Sell |
24,834
-75
| -0.3% | -$2.54K | 0.48% | 46 |
|
2023
Q4 | $758K | Buy |
+24,909
| New | +$758K | 0.45% | 47 |
|
2023
Q2 | $783K | Sell |
25,105
-760
| -3% | -$23.7K | 0.48% | 45 |
|
2023
Q1 | $744K | Buy |
25,865
+6,786
| +36% | +$195K | 0.47% | 45 |
|
2022
Q4 | $556K | Buy |
19,079
+2,830
| +17% | +$82.5K | 0.36% | 55 |
|
2022
Q3 | $412K | Buy |
+16,249
| New | +$412K | 0.29% | 68 |
|