CWA
Clarus Wealth Advisors’s General Dynamics GD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,783
| Closed | -$441K | – | 136 |
|
|
2022
Q4 | $441K | Buy |
1,783
+28
| +2% | +$6.93K | 0.29% | 73 |
|
|
2022
Q3 | $396K | Buy |
+1,755
| New | +$396K | 0.28% | 71 |
|
|
2019
Q2 | – | Sell |
-812
| Closed | -$138K | – | 645 |
|
|
2019
Q1 | $138K | Buy |
812
+2
| +0.2% | +$340 | 0.1% | 150 |
|
|
2018
Q4 | $127K | Buy |
810
+29
| +4% | +$4.55K | 0.2% | 133 |
|
|
2018
Q3 | $160K | Buy |
781
+26
| +3% | +$5.33K | 0.1% | 162 |
|
|
2018
Q2 | $167K | Buy |
+755
| New | +$167K | 0.13% | 137 |
|