Clarus Wealth Advisors Closed Holding Positions

Clarus Wealth Advisors

  • $196 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
LITE
Lumentum Holdings Inc.

Technology
Q3 2019 Filed on Oct 11, 2019
77
$51.56 - $60.79 $3.97K - $4.68K
CVS
Cvs Health Corp

Healthcare
Q3 2019 Filed on Oct 11, 2019
2,366
$54.09 - $64.3 $128K - $152K
Center Coast Brkfld Mlp Enrg
Q3 2019 Filed on Oct 11, 2019
1,000
N/A
RMR
Rmr Group Inc.

Real Estate
Q3 2019 Filed on Oct 11, 2019
12
$43.34 - $50.19 $520 - $602
VPU
Vanguard Utilities ETF

ETFs
Q3 2019 Filed on Oct 11, 2019
440
$138.86 - $144.54 $61.1K - $63.6K
PIM
Putnam Master Intermediate Income Trust

Financial Services
Q3 2019 Filed on Oct 11, 2019
1,476
$4.53 - $4.64 $6.69K - $6.85K
ADI
Analog Devices Inc

Technology
Q3 2019 Filed on Oct 11, 2019
1,603
$104.17 - $124.64 $167K - $200K
Arotech Corp
Q3 2019 Filed on Oct 11, 2019
200
N/A
CSCO
Cisco Systems, Inc.

Technology
Q3 2019 Filed on Oct 11, 2019
3,262
$46.25 - $58.05 $151K - $189K
UA
Under Armour Inc Cl C

Consumer Cyclical
Q3 2019 Filed on Oct 11, 2019
1,000
$17.66 - $19.23 $17.7K - $19.2K
TRV
Travelers Companies, Inc.

Financial Services
Q3 2019 Filed on Oct 11, 2019
34
$143.48 - $154.83 $4.88K - $5.26K
IXUS
Ishares Tr

ETFs
Q3 2019 Filed on Oct 11, 2019
429
$54.56 - $59.46 $23.4K - $25.5K
IVZ
Invesco Ltd.

Financial Services
Q3 2019 Filed on Oct 11, 2019
231
$15.2 - $20.97 $3.51K - $4.84K
IMGN
Immuno Gen, Inc.

Healthcare
Q3 2019 Filed on Oct 11, 2019
1,000
$2.22 - $3.39 $2.22K - $3.39K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
Q3 2019 Filed on Oct 11, 2019
1,000
$26.64 - $29.49 $26.6K - $29.5K
MORT
Vaneck ETF Tr Mtg Reit Income

ETFs
Q3 2019 Filed on Oct 11, 2019
1,884
$22.43 - $23.38 $42.3K - $44K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
Q3 2019 Filed on Oct 11, 2019
1,301
$98.92 - $103.09 $129K - $134K
MA
Mastercard Inc

Financial Services
Q3 2019 Filed on Oct 11, 2019
150
$256.84 - $292.08 $38.5K - $43.8K
ES
Eversource Energy

Utilities
Q3 2019 Filed on Oct 11, 2019
206
$75.66 - $85.47 $15.6K - $17.6K
Royal Dutch Shell PLC
Q3 2019 Filed on Oct 11, 2019
75
N/A
MPWR
Monolithic Power Systems Inc

Technology
Q3 2019 Filed on Oct 11, 2019
24
$136.01 - $161.55 $3.26K - $3.88K
PSEC
Prospect Capital Corp

Financial Services
Q3 2019 Filed on Oct 11, 2019
4,129
$6.3 - $6.73 $26K - $27.8K
General Electric CO
Q3 2019 Filed on Oct 11, 2019
9,363
N/A
WSM
Williams Sonoma Inc

Consumer Cyclical
Q3 2019 Filed on Oct 11, 2019
311
$61.97 - $70.26 $19.3K - $21.9K
SMOG
Vaneck ETF Tr Low Carbon Energ

ETFs
Q3 2019 Filed on Oct 11, 2019
208
$63.79 - $66.56 $13.3K - $13.8K
DBD
Diebold Nixdorf, Inc

Technology
Q3 2019 Filed on Oct 11, 2019
1,000
$9.0 - $14.22 $9K - $14.2K
DTE
Dte Energy CO

Utilities
Q3 2019 Filed on Oct 11, 2019
131
$107.37 - $113.87 $14.1K - $14.9K
ISRG
Intuitive Surgical Inc

Healthcare
Q3 2019 Filed on Oct 11, 2019
42
$161.53 - $181.67 $6.78K - $7.63K
ING
Ing Groep Nv

Financial Services
Q3 2019 Filed on Oct 11, 2019
1,000
$9.24 - $11.78 $9.24K - $11.8K
FIX
Comfort Systems Usa Inc

Industrials
Q3 2019 Filed on Oct 11, 2019
303
$36.57 - $53.15 $11.1K - $16.1K
GPC
Genuine Parts CO

Consumer Cyclical
Q3 2019 Filed on Oct 11, 2019
33
$87.73 - $106.15 $2.9K - $3.5K
BFB
Brown Forman Corp Cl B
Q3 2019 Filed on Oct 11, 2019
1,109
N/A
HSBC
Hsbc Holdings PLC

Financial Services
Q3 2019 Filed on Oct 11, 2019
67
$35.53 - $42.1 $2.38K - $2.82K
Harris Corp Del
Q3 2019 Filed on Oct 11, 2019
606
N/A
PEP
Pepsico Inc

Consumer Defensive
Q3 2019 Filed on Oct 11, 2019
1,502
$124.4 - $139.15 $187K - $209K
CGO
Calamos Global Total Return Fund

Financial Services
Q3 2019 Filed on Oct 11, 2019
100
$11.68 - $13.18 $1.17K - $1.32K
MUB
Ishares National Muni Bond ETF

ETFs
Q3 2019 Filed on Oct 11, 2019
1,651
$112.74 - $115.35 $186K - $190K
BCE
Bce Inc

Communication Services
Q3 2019 Filed on Oct 11, 2019
117
$45.11 - $48.67 $5.28K - $5.69K
MKL
Markel Corp

Financial Services
Q3 2019 Filed on Oct 11, 2019
10
$1080.02 - $1196.23 $10.8K - $12K
FAX
Aberdeen Asia Pacific Income Fund Inc

Financial Services
Q3 2019 Filed on Oct 11, 2019
200
$4.12 - $4.27 $824 - $854
ROK
Rockwell Automation, Inc

Industrials
Q3 2019 Filed on Oct 11, 2019
16
$144.55 - $168.88 $2.31K - $2.7K
MDC
M.D.C. Holdings, Inc.

Consumer Cyclical
Q3 2019 Filed on Oct 11, 2019
74
$30.56 - $39.91 $2.26K - $2.95K
Suntrust Bks Inc
Q3 2019 Filed on Oct 11, 2019
82
N/A
MDU
Mdu Resources Group Inc

Industrials
Q3 2019 Filed on Oct 11, 2019
3,854
$25.59 - $28.65 $98.6K - $110K
IJS
Ishares S&P Smallcap 600 Value

ETFs
Q3 2019 Filed on Oct 11, 2019
163
$74.24 - $77.45 $12.1K - $12.6K
AMTX
Aemetis, Inc

Energy
Q3 2019 Filed on Oct 11, 2019
100
$0.76 - $1.19 $76 - $119
Hcp Inc
Q3 2019 Filed on Oct 11, 2019
120
N/A
GTE
Gran Tierra Energy Inc.

Energy
Q3 2019 Filed on Oct 11, 2019
1,313
$1.21 - $1.65 $1.59K - $2.17K
EPD
Enterprise Products Partners L.P.

Energy
Q3 2019 Filed on Oct 11, 2019
616
$27.86 - $30.68 $17.2K - $18.9K
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