CWA
Clarus Wealth Advisors’s Pentair PNR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,031
| Closed | -$200K | – | 131 |
|
|
2024
Q4 | $200K | Buy |
+2,031
| New | +$200K | 0.1% | 117 |
|
|
2019
Q3 | – | Sell |
-2,212
| Closed | -$82K | – | 447 |
|
|
2019
Q2 | $82K | Sell |
2,212
-240
| -10% | -$8.9K | 0.06% | 219 |
|
|
2019
Q1 | $109K | Hold |
2,452
| – | – | 0.08% | 175 |
|
|
2018
Q4 | $93K | Sell |
2,452
-2,575
| -51% | -$97.7K | 0.15% | 178 |
|
|
2018
Q3 | $218K | Buy |
5,027
+1,806
| +56% | +$78.3K | 0.14% | 115 |
|
|
2018
Q2 | $219K | Hold |
3,221
| – | – | 0.17% | 97 |
|
|
2018
Q1 | $219K | Buy |
3,221
+178
| +6% | +$12.1K | 0.2% | 97 |
|
|
2017
Q4 | $215K | Buy |
+3,043
| New | +$215K | 0.21% | 93 |
|