CLA (CliftonLarsonAllen) Wealth Advisors’s BlackRock Short Maturity Municipal Bond ETF MEAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-18,486
| Closed | -$919K | – | 200 |
|
|
2022
Q4 | $919K | Buy |
+18,486
| New | +$919K | 0.03% | 138 |
|
|
2022
Q3 | – | Sell |
-53,555
| Closed | -$2.66M | – | 131 |
|
|
2022
Q2 | $2.66M | Sell |
53,555
-108,664
| -67% | -$5.4M | 0.11% | 75 |
|
|
2022
Q1 | $8.07M | Buy |
162,219
+62,063
| +62% | +$3.09M | 0.29% | 51 |
|
|
2021
Q4 | $5.02M | Buy |
100,156
+11,235
| +13% | +$563K | 0.18% | 59 |
|
|
2021
Q3 | $4.46M | Buy |
+88,921
| New | +$4.46M | 0.17% | 61 |
|
|
2019
Q1 | – | Sell |
-31,964
| Closed | -$1.6M | – | 127 |
|
|
2018
Q4 | $1.6M | Buy |
+31,964
| New | +$1.6M | 0.16% | 80 |
|