CWA
Clarus Wealth Advisors’s Parsons PSN Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-2,563
| Closed | -$240K | – | 132 |
|
2024
Q4 | $240K | Sell |
2,563
-25
| -1% | -$2.34K | 0.12% | 109 |
|
2024
Q3 | $275K | Sell |
2,588
-575
| -18% | -$61K | 0.14% | 101 |
|
2024
Q2 | $251K | Buy |
3,163
+561
| +22% | +$44.5K | 0.13% | 109 |
|
2024
Q1 | $209K | Sell |
2,602
-617
| -19% | -$49.5K | 0.12% | 118 |
|
2023
Q4 | $213K | Buy |
+3,219
| New | +$213K | 0.13% | 110 |
|
2019
Q3 | – | Sell |
-1,522
| Closed | -$56K | – | 452 |
|
2019
Q2 | $56K | Buy |
+1,522
| New | +$56K | 0.04% | 258 |
|