CWA
Clarus Wealth Advisors’s Zoetis ZTS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,346
| Closed | -$627K | – | 142 |
|
|
2024
Q3 | $627K | Sell |
3,346
-237
| -7% | -$44.4K | 0.32% | 68 |
|
|
2024
Q2 | $622K | Sell |
3,583
-23
| -0.6% | -$3.99K | 0.33% | 64 |
|
|
2024
Q1 | $588K | Buy |
3,606
+700
| +24% | +$114K | 0.33% | 70 |
|
|
2023
Q4 | $554K | Buy |
+2,906
| New | +$554K | 0.33% | 69 |
|
|
2023
Q2 | $483K | Buy |
2,887
+225
| +8% | +$37.6K | 0.29% | 76 |
|
|
2023
Q1 | $450K | Buy |
+2,662
| New | +$450K | 0.28% | 75 |
|
|
2022
Q3 | – | Sell |
-2,627
| Closed | -$465K | – | 120 |
|
|
2022
Q2 | $465K | Buy |
2,627
+343
| +15% | +$60.7K | 0.33% | 57 |
|
|
2022
Q1 | $440K | Buy |
+2,284
| New | +$440K | 0.27% | 63 |
|
|
2019
Q3 | – | Sell |
-50
| Closed | -$6K | – | 562 |
|
|
2019
Q2 | $6K | Buy |
+50
| New | +$6K | ﹤0.01% | 478 |
|
|
2019
Q1 | – | Sell |
-2,696
| Closed | -$231K | – | 736 |
|
|
2018
Q4 | $231K | Buy |
+2,696
| New | +$231K | 0.36% | 63 |
|
|
2018
Q3 | – | Sell |
-12
| Closed | -$1K | – | 775 |
|
|
2018
Q2 | $1K | Buy |
+12
| New | +$1K | ﹤0.01% | 710 |
|