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
2016
Q3
$398K Hold
2016
Q2
$383K Hold
2016
Q1
$358K Sell
2015
Q4
$513K Sell
2015
Q3
$543K Sell
2015
Q2
$584K Sell
2015
Q1
$674K Buy
2014
Q4
$653K Sell
2014
Q3
$952K Sell
2014
Q2
$1.05M Sell
2014
Q1
$1.03M Sell
2013
Q4
$965K Buy
2013
Q3
$1.03M Buy