KSWA
Kathleen S. Wright Associates’s Clarus CLAR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,600
| Closed | -$13K | – | 170 |
|
|
2022
Q4 | $13K | Hold |
1,600
| – | – | 0.01% | 145 |
|
|
2022
Q3 | $22K | Hold |
1,600
| – | – | 0.02% | 126 |
|
|
2022
Q2 | $30K | Hold |
1,600
| – | – | 0.03% | 114 |
|
|
2022
Q1 | $36K | Hold |
1,600
| – | – | 0.03% | 115 |
|
|
2021
Q4 | $44K | Buy |
+1,600
| New | +$44K | 0.03% | 105 |
|