CWA
Clarus Wealth Advisors’s Nasdaq NDAQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.3M | Buy |
14,698
+2,456
| +20% | +$218K | 0.6% | 51 |
|
|
2025
Q1 | $881K | Buy |
12,242
+1,546
| +14% | +$111K | 0.47% | 53 |
|
|
2024
Q4 | $815K | Buy |
10,696
+1,500
| +16% | +$114K | 0.41% | 61 |
|
|
2024
Q3 | $652K | Sell |
9,196
-958
| -9% | -$67.9K | 0.33% | 64 |
|
|
2024
Q2 | $626K | Buy |
10,154
+493
| +5% | +$30.4K | 0.33% | 62 |
|
|
2024
Q1 | $609K | Buy |
+9,661
| New | +$609K | 0.34% | 65 |
|
|
2023
Q1 | – | Sell |
-7,170
| Closed | -$448K | – | 142 |
|
|
2022
Q4 | $448K | Sell |
7,170
-365
| -5% | -$22.8K | 0.29% | 70 |
|
|
2022
Q3 | $435K | Buy |
7,535
+4,663
| +162% | +$269K | 0.31% | 64 |
|
|
2022
Q2 | $453K | Buy |
2,872
+203
| +8% | +$32K | 0.32% | 61 |
|
|
2022
Q1 | $487K | Buy |
2,669
+284
| +12% | +$51.8K | 0.3% | 54 |
|
|
2021
Q4 | $461K | Buy |
+2,385
| New | +$461K | 0.27% | 61 |
|
|
2019
Q3 | – | Sell |
-149
| Closed | -$14K | – | 415 |
|
|
2019
Q2 | $14K | Hold |
149
| – | – | 0.01% | 406 |
|
|
2019
Q1 | $13K | Buy |
149
+1
| +0.7% | +$87 | 0.01% | 487 |
|
|
2018
Q4 | $12K | Sell |
148
-491
| -77% | -$39.8K | 0.02% | 480 |
|
|
2018
Q3 | $55K | Buy |
639
+353
| +123% | +$30.4K | 0.04% | 281 |
|
|
2018
Q2 | $25K | Buy |
+286
| New | +$25K | 0.02% | 394 |
|