CWA
VWTR
Clarus Wealth Advisors’s Vidler Water Resouces, Inc. Common Stock VWTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-13,487
| Closed | -$222K | – | 123 |
|
|
2022
Q1 | $222K | Hold |
13,487
| – | – | 0.14% | 96 |
|
|
2021
Q4 | $158K | Buy |
13,487
+1,045
| +8% | +$12.2K | 0.09% | 100 |
|
|
2021
Q3 | $143K | Buy |
12,442
+973
| +8% | +$11.2K | 0.09% | 102 |
|
|
2021
Q2 | $154K | Sell |
11,469
-1,513
| -12% | -$20.3K | 0.1% | 98 |
|
|
2021
Q1 | $118K | Hold |
12,982
| – | – | 0.07% | 129 |
|
|
2020
Q4 | $120K | Buy |
12,982
+1,518
| +13% | +$14K | 0.08% | 130 |
|
|
2020
Q3 | $103K | Buy |
11,464
+1,463
| +15% | +$13.1K | 0.08% | 121 |
|
|
2020
Q2 | $80K | Buy |
+10,001
| New | +$80K | 0.07% | 125 |
|
|
2020
Q1 | – | Sell |
-10,082
| Closed | -$105K | – | 154 |
|
|
2019
Q4 | $105K | Hold |
10,082
| – | – | 0.07% | 137 |
|
|
2019
Q3 | $102K | Buy |
10,082
+419
| +4% | +$4.24K | 0.07% | 140 |
|
|
2019
Q2 | $112K | Hold |
9,663
| – | – | 0.08% | 177 |
|
|
2019
Q1 | $96K | Hold |
9,663
| – | – | 0.07% | 201 |
|
|
2018
Q4 | $88K | Sell |
9,663
-10,137
| -51% | -$92.3K | 0.14% | 189 |
|
|
2018
Q3 | $248K | Buy |
19,800
+2,592
| +15% | +$32.5K | 0.16% | 94 |
|
|
2018
Q2 | $197K | Hold |
17,208
| – | – | 0.15% | 117 |
|
|
2018
Q1 | $197K | Buy |
17,208
+986
| +6% | +$11.3K | 0.18% | 115 |
|
|
2017
Q4 | $208K | Buy |
+16,222
| New | +$208K | 0.2% | 109 |
|