CWA
Clarus Wealth Advisors’s Goldman Sachs GS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $301K | Sell |
431
-49
| -10% | -$34.2K | 0.14% | 68 |
|
|
2025
Q1 | $248K | Buy |
+480
| New | +$248K | 0.13% | 80 |
|
|
2022
Q1 | – | Sell |
-1,225
| Closed | -$478K | – | 117 |
|
|
2021
Q4 | $478K | Buy |
1,225
+11
| +0.9% | +$4.29K | 0.28% | 58 |
|
|
2021
Q3 | $468K | Sell |
1,214
-29
| -2% | -$11.2K | 0.29% | 54 |
|
|
2021
Q2 | $473K | Buy |
1,243
+104
| +9% | +$39.6K | 0.3% | 56 |
|
|
2021
Q1 | $377K | Sell |
1,139
-320
| -22% | -$106K | 0.24% | 81 |
|
|
2020
Q4 | $429K | Sell |
1,459
-174
| -11% | -$51.2K | 0.29% | 65 |
|
|
2020
Q3 | $328K | Buy |
1,633
+458
| +39% | +$92K | 0.25% | 87 |
|
|
2020
Q2 | $234K | Buy |
+1,175
| New | +$234K | 0.2% | 104 |
|
|
2019
Q1 | – | Sell |
-30
| Closed | -$5K | – | 704 |
|
|
2018
Q4 | $5K | Hold |
30
| – | – | 0.01% | 579 |
|
|
2018
Q3 | $7K | Sell |
30
-23
| -43% | -$5.37K | ﹤0.01% | 582 |
|
|
2018
Q2 | $13K | Buy |
+53
| New | +$13K | 0.01% | 487 |
|