CWA
Clarus Wealth Advisors’s Valmont Industries VMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-797
| Closed | -$101K | – | 533 |
|
|
2019
Q2 | $101K | Hold |
797
| – | – | 0.07% | 190 |
|
|
2019
Q1 | $104K | Hold |
797
| – | – | 0.08% | 186 |
|
|
2018
Q4 | $88K | Sell |
797
-645
| -45% | -$71.2K | 0.14% | 188 |
|
|
2018
Q3 | $200K | Buy |
1,442
+72
| +5% | +$9.99K | 0.13% | 125 |
|
|
2018
Q2 | $200K | Hold |
1,370
| – | – | 0.15% | 115 |
|
|
2018
Q1 | $200K | Buy |
1,370
+78
| +6% | +$11.4K | 0.18% | 114 |
|
|
2017
Q4 | $214K | Buy |
+1,292
| New | +$214K | 0.21% | 96 |
|