CWA
Clarus Wealth Advisors’s Geron GERN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-19,000
| Closed | -$26K | – | 125 |
|
|
2019
Q4 | $26K | Hold |
19,000
| – | – | 0.02% | 140 |
|
|
2019
Q3 | $25K | Hold |
19,000
| – | – | 0.02% | 142 |
|
|
2019
Q2 | $27K | Hold |
19,000
| – | – | 0.02% | 333 |
|
|
2019
Q1 | $32K | Hold |
19,000
| – | – | 0.02% | 352 |
|
|
2018
Q4 | $19K | Hold |
19,000
| – | – | 0.03% | 410 |
|
|
2018
Q3 | $33K | Buy |
19,000
+4,000
| +27% | +$6.95K | 0.02% | 354 |
|
|
2018
Q2 | $64K | Hold |
15,000
| – | – | 0.05% | 247 |
|
|
2018
Q1 | $64K | Hold |
15,000
| – | – | 0.06% | 123 |
|
|
2017
Q4 | $27K | Buy |
+15,000
| New | +$27K | 0.03% | 124 |
|