Envestnet Asset Management’s Clarus CLAR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-17,859
| Closed | -$67K | – | 4448 |
|
|
2025
Q1 | $67K | Buy |
17,859
+1,995
| +13% | +$7.48K | ﹤0.01% | 4279 |
|
|
2024
Q4 | $71.5K | Buy |
15,864
+4,371
| +38% | +$19.7K | ﹤0.01% | 4242 |
|
|
2024
Q3 | $51.7K | Buy |
+11,493
| New | +$51.7K | ﹤0.01% | 4175 |
|
|
2022
Q4 | – | Sell |
-19,593
| Closed | -$264K | – | 3964 |
|
|
2022
Q3 | $264K | Buy |
+19,593
| New | +$264K | ﹤0.01% | 3428 |
|
|
2022
Q1 | – | Sell |
-8,235
| Closed | -$228K | – | 3953 |
|
|
2021
Q4 | $228K | Buy |
+8,235
| New | +$228K | ﹤0.01% | 3582 |
|