CWA
SBR
Clarus Wealth Advisors’s Sabine Royalty Trust SBR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-425
| Closed | -$21K | – | 472 |
|
|
2019
Q2 | $21K | Sell |
425
-3,281
| -89% | -$162K | 0.02% | 360 |
|
|
2019
Q1 | $173K | Sell |
3,706
-185
| -5% | -$8.64K | 0.13% | 121 |
|
|
2018
Q4 | $145K | Sell |
3,891
-71
| -2% | -$2.65K | 0.23% | 124 |
|
|
2018
Q3 | $167K | Sell |
3,962
-940
| -19% | -$39.6K | 0.11% | 155 |
|
|
2018
Q2 | $215K | Hold |
4,902
| – | – | 0.16% | 101 |
|
|
2018
Q1 | $215K | Buy |
4,902
+185
| +4% | +$8.11K | 0.2% | 101 |
|
|
2017
Q4 | $210K | Buy |
+4,717
| New | +$210K | 0.2% | 102 |
|