Clarus Wealth Advisors’s Madison Covered Call & Equity Strategy Fund MCN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-8,184
| Closed | -$54K | – | 397 |
|
|
2019
Q2 | $54K | Buy |
8,184
+216
| +3% | +$1.43K | 0.04% | 259 |
|
|
2019
Q1 | $54K | Buy |
7,968
+204
| +3% | +$1.38K | 0.04% | 275 |
|
|
2018
Q4 | $48K | Buy |
7,764
+148
| +2% | +$915 | 0.08% | 263 |
|
|
2018
Q3 | $59K | Buy |
+7,616
| New | +$59K | 0.04% | 268 |
|