CWA
Clarus Wealth Advisors’s RTX Corp RTX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-6,377
| Closed | -$604K | – | 116 |
|
|
2022
Q2 | $604K | Buy |
6,377
+180
| +3% | +$17K | 0.43% | 45 |
|
|
2022
Q1 | $633K | Buy |
+6,197
| New | +$633K | 0.39% | 45 |
|
|
2021
Q2 | – | Sell |
-5,062
| Closed | -$396K | – | 127 |
|
|
2021
Q1 | $396K | Sell |
5,062
-4,887
| -49% | -$382K | 0.25% | 75 |
|
|
2020
Q4 | $694K | Buy |
9,949
+1,818
| +22% | +$127K | 0.46% | 44 |
|
|
2020
Q3 | $475K | Buy |
8,131
+3
| +0% | +$175 | 0.37% | 56 |
|
|
2020
Q2 | $496K | Buy |
8,128
+203
| +3% | +$12.4K | 0.42% | 51 |
|
|
2020
Q1 | $396K | Buy |
7,925
+4,425
| +126% | +$221K | 0.4% | 74 |
|
|
2019
Q4 | $538K | Hold |
3,500
| – | – | 0.36% | 76 |
|
|
2019
Q3 | $478K | Buy |
3,500
+403
| +13% | +$55K | 0.35% | 64 |
|
|
2019
Q2 | $403K | Sell |
3,097
-294
| -9% | -$38.3K | 0.29% | 61 |
|
|
2019
Q1 | $437K | Buy |
3,391
+3
| +0.1% | +$387 | 0.33% | 45 |
|
|
2018
Q4 | $361K | Buy |
3,388
+3
| +0.1% | +$320 | 0.57% | 30 |
|
|
2018
Q3 | $473K | Buy |
3,385
+241
| +8% | +$33.7K | 0.31% | 35 |
|
|
2018
Q2 | $396K | Hold |
3,144
| – | – | 0.3% | 40 |
|
|
2018
Q1 | $396K | Buy |
3,144
+2
| +0.1% | +$252 | 0.37% | 40 |
|
|
2017
Q4 | $401K | Buy |
+3,142
| New | +$401K | 0.39% | 40 |
|