CLA (CliftonLarsonAllen) Wealth Advisors’s iShares International Dividend Growth ETF IGRO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-11,044
| Closed | -$713K | – | 184 |
|
|
2023
Q4 | $713K | Sell |
11,044
-84
| -0.8% | -$5.42K | 0.02% | 153 |
|
|
2023
Q3 | $660K | Sell |
11,128
-679
| -6% | -$40.3K | 0.02% | 144 |
|
|
2023
Q2 | $732K | Sell |
11,807
-1,294
| -10% | -$80.3K | 0.02% | 141 |
|
|
2023
Q1 | $794K | Sell |
13,101
-5,670
| -30% | -$344K | 0.02% | 149 |
|
|
2022
Q4 | $1.08M | Sell |
18,771
-8,440
| -31% | -$486K | 0.04% | 130 |
|
|
2022
Q3 | $1.38M | Sell |
27,211
-8,148
| -23% | -$413K | 0.17% | 48 |
|
|
2022
Q2 | $2.03M | Sell |
35,359
-4,621
| -12% | -$265K | 0.08% | 100 |
|
|
2022
Q1 | $2.61M | Buy |
+39,980
| New | +$2.61M | 0.09% | 89 |
|
|
2021
Q4 | – | Sell |
-7,898
| Closed | -$516K | – | 225 |
|
|
2021
Q3 | $516K | Buy |
7,898
+18
| +0.2% | +$1.18K | 0.02% | 221 |
|
|
2021
Q2 | $531K | Buy |
+7,880
| New | +$531K | 0.02% | 221 |
|