CLA (CliftonLarsonAllen) Wealth Advisors’s VanEck Mortgage REIT Income ETF MORT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
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|
2016
Q3 | $398K | Hold |
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|
2016
Q2 | $383K | Hold |
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|
2016
Q1 | $358K | Sell |
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|
2015
Q4 | $513K | Sell |
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|
2015
Q3 | $543K | Sell |
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|
2015
Q2 | $584K | Sell |
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|
2015
Q1 | $674K | Buy |
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|
2014
Q4 | $653K | Sell |
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|
2014
Q3 | $952K | Sell |
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|
2014
Q2 | $1.05M | Sell |
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|
2014
Q1 | $1.03M | Sell |
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|
2013
Q4 | $965K | Buy |
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|
2013
Q3 | $1.03M | Buy |
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