CLA (CliftonLarsonAllen) Wealth Advisors’s iShares S&P 100 ETF OEF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
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|
2021
Q3 | $1.17M | Hold |
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|
2021
Q2 | $1.16M | Buy |
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|
2019
Q4 | $1.59M | Sell |
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|
2019
Q3 | $3.09M | Sell |
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|
2019
Q2 | $3.52M | Sell |
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2019
Q1 | $3.43M | Sell |
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|
2018
Q4 | $5.21M | Sell |
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|
2018
Q3 | $6.86M | Buy |
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|
2018
Q2 | $5.25M | Sell |
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|
2018
Q1 | $9M | Sell |
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|
2017
Q4 | $10.7M | Buy |
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|
2017
Q3 | $3.91M | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $1.13M | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $2.22M | Sell |
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|
2015
Q3 | $2.75M | Buy |
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|
2015
Q2 | $1.34M | Buy |
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