Oak Family Advisors’s Clarus CLAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-14,481
| Closed | -$137K | – | 113 |
|
|
2023
Q1 | $137K | Sell |
14,481
-1,200
| -8% | -$11.3K | 0.07% | 107 |
|
|
2022
Q4 | $123K | Buy |
+15,681
| New | +$123K | 0.07% | 109 |
|
|
2022
Q1 | – | Sell |
-8,275
| Closed | -$229K | – | 139 |
|
|
2021
Q4 | $229K | Buy |
8,275
+469
| +6% | +$13K | 0.09% | 141 |
|
|
2021
Q3 | $200K | Buy |
+7,806
| New | +$200K | 0.07% | 139 |
|