CLA (CliftonLarsonAllen) Wealth Advisors’s SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
Sell
-1,304
Closed -$441K 202
2021
Q3
$441K Sell
1,304
-25
-2% -$8.46K 0.02% 241
2021
Q2
$458K Buy
+1,329
New +$458K 0.02% 240
2015
Q3
Sell
-3,200
Closed -$563K 119
2015
Q2
$563K Buy
+3,200
New +$563K 0.11% 99