Clarus Wealth Advisors’s Polaris PII Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-225
| Closed | -$21K | – | 442 |
|
|
2019
Q2 | $21K | Buy |
225
+1
| +0.4% | +$93 | 0.02% | 359 |
|
|
2019
Q1 | $19K | Buy |
224
+2
| +0.9% | +$170 | 0.01% | 424 |
|
|
2018
Q4 | $17K | Buy |
222
+58
| +35% | +$4.44K | 0.03% | 429 |
|
|
2018
Q3 | $17K | Buy |
164
+1
| +0.6% | +$104 | 0.01% | 465 |
|
|
2018
Q2 | $19K | Buy |
+163
| New | +$19K | 0.01% | 433 |
|