CWA
IRR
Clarus Wealth Advisors’s VOYA NATURAL RESOURCES EQUITY INCOME FUND IRR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-7,450
| Closed | -$39K | – | 618 |
|
|
2019
Q2 | $39K | Sell |
7,450
-4,050
| -35% | -$21.2K | 0.03% | 301 |
|
|
2019
Q1 | $62K | Hold |
11,500
| – | – | 0.05% | 261 |
|
|
2018
Q4 | $49K | Hold |
11,500
| – | – | 0.08% | 261 |
|
|
2018
Q3 | $74K | Hold |
11,500
| – | – | 0.05% | 242 |
|
|
2018
Q2 | $69K | Hold |
11,500
| – | – | 0.05% | 236 |
|
|
2018
Q1 | $69K | Hold |
11,500
| – | – | 0.06% | 122 |
|
|
2017
Q4 | $72K | Buy |
+11,500
| New | +$72K | 0.07% | 121 |
|