CWA
Clarus Wealth Advisors’s First Trust Dorsey Wright Focus 5 ETF FV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-8,800
| Closed | -$265K | – | 639 |
|
|
2019
Q1 | $265K | Hold |
8,800
| – | – | 0.2% | 70 |
|
|
2018
Q4 | $222K | Buy |
8,800
+100
| +1% | +$2.52K | 0.35% | 70 |
|
|
2018
Q3 | $269K | Sell |
8,700
-2,050
| -19% | -$63.4K | 0.18% | 81 |
|
|
2018
Q2 | $309K | Hold |
10,750
| – | – | 0.23% | 48 |
|
|
2018
Q1 | $309K | Sell |
10,750
-250
| -2% | -$7.19K | 0.29% | 48 |
|
|
2017
Q4 | $303K | Buy |
+11,000
| New | +$303K | 0.29% | 55 |
|