CLA (CliftonLarsonAllen) Wealth Advisors’s Innovator IBD 50 ETF FFTY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
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|
2023
Q2 | $258K | Hold |
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|
2023
Q1 | $238K | Hold |
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|
2022
Q4 | $220K | Hold |
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|
2022
Q3 | $246K | Hold |
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|
2022
Q2 | $271K | Sell |
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|
2022
Q1 | $398K | Sell |
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|
2021
Q4 | $615K | Hold |
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|
2021
Q3 | $636K | Buy |
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|
2021
Q2 | $618K | Sell |
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|
2021
Q1 | $595K | Buy |
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|
2020
Q4 | $507K | Buy |
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|
2020
Q3 | $402K | Buy |
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|
2019
Q4 | $3.37M | Sell |
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|
2019
Q3 | $3.15M | Hold |
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|
2019
Q2 | $3.35M | Buy |
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|
2019
Q1 | $3.25M | Sell |
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|
2018
Q4 | $2.69M | Buy |
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|
2018
Q3 | $3.72M | Hold |
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|
2018
Q2 | $3.4M | Sell |
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|
2018
Q1 | $3.35M | Sell |
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|
2017
Q4 | $3.58M | Buy |
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|
2017
Q3 | $2.5M | Hold |
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|
2017
Q2 | $2.15M | Buy |
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|
2017
Q1 | $1.53M | Sell |
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|
2016
Q4 | $1.68M | Sell |
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|
2016
Q3 | $1.9M | Sell |
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|
2016
Q2 | $2.03M | Buy |
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|
2016
Q1 | $1.85M | Sell |
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|
2015
Q4 | $5.28M | Sell |
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|
2015
Q3 | $5.19M | Buy |
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|
2015
Q2 | $931K | Buy |
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