CWA
Clarus Wealth Advisors’s FS KKR Capital FSK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-26,684
| Closed | -$74K | – | 137 |
|
|
2020
Q1 | $74K | Buy |
26,684
+3,945
| +17% | +$10.9K | 0.07% | 112 |
|
|
2019
Q4 | $143K | Sell |
22,739
-5,103
| -18% | -$32.1K | 0.09% | 135 |
|
|
2019
Q3 | $162K | Buy |
27,842
+1,520
| +6% | +$8.84K | 0.12% | 136 |
|
|
2019
Q2 | $157K | Sell |
26,322
-9,633
| -27% | -$57.5K | 0.11% | 138 |
|
|
2019
Q1 | $218K | Buy |
35,955
+1,347
| +4% | +$8.17K | 0.16% | 88 |
|
|
2018
Q4 | $179K | Sell |
34,608
-5,887
| -15% | -$30.4K | 0.28% | 93 |
|
|
2018
Q3 | $285K | Buy |
40,495
+5,734
| +16% | +$40.4K | 0.19% | 72 |
|
|
2018
Q2 | $252K | Hold |
34,761
| – | – | 0.19% | 75 |
|
|
2018
Q1 | $252K | Sell |
34,761
-3,086
| -8% | -$22.4K | 0.23% | 75 |
|
|
2017
Q4 | $278K | Buy |
+37,847
| New | +$278K | 0.27% | 63 |
|