CLA (CliftonLarsonAllen) Wealth Advisors’s SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
Sell
-7,206
Closed -$477K 244
2021
Q3
$477K Hold
7,206
0.02% 233
2021
Q2
$487K Buy
+7,206
New +$487K 0.02% 232
2019
Q4
$1.31M Sell
23,982
-4,163
-15% -$228K 0.1% 94
2019
Q3
$1.44M Buy
+28,145
New +$1.44M 0.13% 81