CWA
Clarus Wealth Advisors’s iShares US Financials ETF IYF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-3,367
| Closed | -$368K | – | 131 |
|
|
2020
Q2 | $368K | Buy |
3,367
+216
| +7% | +$23.6K | 0.31% | 70 |
|
|
2020
Q1 | $288K | Sell |
3,151
-2,265
| -42% | -$207K | 0.29% | 90 |
|
|
2019
Q4 | $750K | Buy |
+5,416
| New | +$750K | 0.5% | 55 |
|
|
2019
Q3 | – | Sell |
-1,023
| Closed | -$128K | – | 359 |
|
|
2019
Q2 | $128K | Sell |
1,023
-2,093
| -67% | -$262K | 0.09% | 161 |
|
|
2019
Q1 | $368K | Buy |
+3,116
| New | +$368K | 0.28% | 51 |
|
|
2018
Q4 | – | Sell |
-11,203
| Closed | -$1.36M | – | 697 |
|
|
2018
Q3 | $1.36M | Sell |
11,203
-1
| -0% | -$121 | 0.89% | 18 |
|
|
2018
Q2 | $1.32M | Hold |
11,204
| – | – | 1% | 13 |
|
|
2018
Q1 | $1.32M | Buy |
11,204
+1,092
| +11% | +$129K | 1.22% | 13 |
|
|
2017
Q4 | $1.21M | Buy |
+10,112
| New | +$1.21M | 1.16% | 15 |
|