CLA (CliftonLarsonAllen) Wealth Advisors’s WisdomTree Emerging Markets Local Debt Fund ELD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-37,740
| Closed | -$1.5M | – | 163 |
|
|
2015
Q1 | $1.5M | Sell |
37,740
-643
| -2% | -$25.6K | 0.33% | 45 |
|
|
2014
Q4 | $1.6M | Sell |
38,383
-409
| -1% | -$17K | 0.35% | 40 |
|
|
2014
Q3 | $1.73M | Sell |
38,792
-2,033
| -5% | -$90.7K | 0.37% | 40 |
|
|
2014
Q2 | $1.94M | Sell |
40,825
-458
| -1% | -$21.8K | 0.38% | 41 |
|
|
2014
Q1 | $1.89M | Buy |
41,283
+66
| +0.2% | +$3.03K | 0.42% | 41 |
|
|
2013
Q4 | $1.9M | Buy |
41,217
+1,992
| +5% | +$91.7K | 0.48% | 40 |
|
|
2013
Q3 | $1.85M | Buy |
39,225
+28,855
| +278% | +$1.36M | 0.5% | 41 |
|
|
2013
Q2 | $498K | Buy |
+10,370
| New | +$498K | 1.36% | 20 |
|