CWA
Clarus Wealth Advisors’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-1,865
| Closed | -$146K | – | 446 |
|
|
2019
Q2 | $146K | Buy |
1,865
+2
| +0.1% | +$157 | 0.11% | 145 |
|
|
2019
Q1 | $165K | Buy |
1,863
+1
| +0.1% | +$89 | 0.12% | 128 |
|
|
2018
Q4 | $124K | Sell |
1,862
-112
| -6% | -$7.46K | 0.2% | 137 |
|
|
2018
Q3 | $161K | Buy |
1,974
+38
| +2% | +$3.1K | 0.11% | 161 |
|
|
2018
Q2 | $192K | Buy |
+1,936
| New | +$192K | 0.15% | 120 |
|
|
2018
Q1 | – | Sell |
-1,936
| Closed | -$205K | – | 143 |
|
|
2017
Q4 | $205K | Buy |
+1,936
| New | +$205K | 0.2% | 111 |
|