Creative Planning’s Clarus CLAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-283
| Closed | -$2K | – | 4503 |
|
|
2017
Q1 | $2K | Buy |
+283
| New | +$2K | ﹤0.01% | 4181 |
|
|
2014
Q4 | – | Sell |
-420
| Closed | -$3K | – | 4017 |
|
|
2014
Q3 | $3K | Hold |
420
| – | – | ﹤0.01% | 3424 |
|
|
2014
Q2 | $5K | Hold |
420
| – | – | ﹤0.01% | 3114 |
|
|
2014
Q1 | $5K | Buy |
+420
| New | +$5K | ﹤0.01% | 2998 |
|