CWA
Clarus Wealth Advisors’s Mueller Water Products MWA Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-10,109
| Closed | -$251K | – | 94 |
|
2025
Q1 | $251K | Sell |
10,109
-358
| -3% | -$8.9K | 0.13% | 78 |
|
2024
Q4 | $233K | Sell |
10,467
-162
| -2% | -$3.6K | 0.12% | 111 |
|
2024
Q3 | $242K | Sell |
10,629
-293
| -3% | -$6.68K | 0.12% | 110 |
|
2024
Q2 | $202K | Sell |
10,922
-178
| -2% | -$3.3K | 0.11% | 125 |
|
2024
Q1 | $168K | Hold |
11,100
| – | – | 0.1% | 127 |
|
2023
Q4 | $155K | Buy |
+11,100
| New | +$155K | 0.09% | 121 |
|
2023
Q2 | $179K | Buy |
11,149
+403
| +4% | +$6.46K | 0.11% | 121 |
|
2023
Q1 | $140K | Buy |
+10,746
| New | +$140K | 0.09% | 121 |
|
2022
Q3 | – | Sell |
-11,827
| Closed | -$138K | – | 115 |
|
2022
Q2 | $138K | Buy |
11,827
+555
| +5% | +$6.48K | 0.1% | 96 |
|
2022
Q1 | $142K | Hold |
11,272
| – | – | 0.09% | 107 |
|
2021
Q4 | $155K | Sell |
11,272
-179
| -2% | -$2.46K | 0.09% | 101 |
|
2021
Q3 | $179K | Buy |
11,451
+829
| +8% | +$13K | 0.11% | 100 |
|
2021
Q2 | $159K | Sell |
10,622
-143
| -1% | -$2.14K | 0.1% | 97 |
|
2021
Q1 | $155K | Hold |
10,765
| – | – | 0.1% | 128 |
|
2020
Q4 | $138K | Buy |
10,765
+684
| +7% | +$8.77K | 0.09% | 129 |
|
2020
Q3 | $105K | Hold |
10,081
| – | – | 0.08% | 120 |
|
2020
Q2 | $93K | Buy |
+10,081
| New | +$93K | 0.08% | 124 |
|
2020
Q1 | – | Sell |
-10,807
| Closed | -$129K | – | 137 |
|
2019
Q4 | $129K | Sell |
10,807
-500
| -4% | -$5.97K | 0.09% | 136 |
|
2019
Q3 | $127K | Buy |
11,307
+1,085
| +11% | +$12.2K | 0.09% | 138 |
|
2019
Q2 | $100K | Hold |
10,222
| – | – | 0.07% | 191 |
|
2019
Q1 | $103K | Hold |
10,222
| – | – | 0.08% | 188 |
|
2018
Q4 | $93K | Sell |
10,222
-8,520
| -45% | -$77.5K | 0.15% | 177 |
|
2018
Q3 | $216K | Sell |
18,742
-595
| -3% | -$6.86K | 0.14% | 120 |
|
2018
Q2 | $210K | Hold |
19,337
| – | – | 0.16% | 104 |
|
2018
Q1 | $210K | Buy |
19,337
+1,110
| +6% | +$12.1K | 0.19% | 104 |
|
2017
Q4 | $228K | Buy |
+18,227
| New | +$228K | 0.22% | 84 |
|