CLA (CliftonLarsonAllen) Wealth Advisors’s iShares Global Infrastructure ETF IGF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-13,007
| Closed | -$596K | – | 196 |
|
|
2022
Q4 | $596K | Buy |
+13,007
| New | +$596K | 0.02% | 159 |
|
|
2016
Q3 | – | Sell |
-21,473
| Closed | -$869K | – | 128 |
|
|
2016
Q2 | $869K | Buy |
21,473
+4,756
| +28% | +$192K | 0.13% | 81 |
|
|
2016
Q1 | $653K | Sell |
16,717
-48,012
| -74% | -$1.88M | 0.1% | 82 |
|
|
2015
Q4 | $2.33M | Buy |
64,729
+16,351
| +34% | +$588K | 0.39% | 45 |
|
|
2015
Q3 | $1.83M | Buy |
48,378
+28,779
| +147% | +$1.09M | 0.34% | 49 |
|
|
2015
Q2 | $796K | Buy |
+19,599
| New | +$796K | 0.16% | 79 |
|