CLA (CliftonLarsonAllen) Wealth Advisors’s iShares Emerging Markets Dividend ETF DVYE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-171,928
| Closed | -$5.18M | – | 163 |
|
|
2020
Q3 | $5.18M | Buy |
171,928
+6,726
| +4% | +$203K | 0.29% | 55 |
|
|
2020
Q2 | $5.17M | Buy |
+165,202
| New | +$5.17M | 0.32% | 48 |
|
|
2019
Q4 | $4.87M | Buy |
119,802
+93,364
| +353% | +$3.79M | 0.39% | 40 |
|
|
2019
Q3 | $989K | Buy |
+26,438
| New | +$989K | 0.09% | 99 |
|