CCWA
CLA (CliftonLarsonAllen) Wealth Advisors’s Invesco Emerging Markets Sovereign Debt ETF PCY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-79,580
| Closed | -$1.49M | – | 201 |
|
|
2022
Q4 | $1.49M | Buy |
+79,580
| New | +$1.49M | 0.06% | 120 |
|
|
2022
Q3 | – | Sell |
-38,314
| Closed | -$710K | – | 140 |
|
|
2022
Q2 | $710K | Sell |
38,314
-29,360
| -43% | -$544K | 0.03% | 147 |
|
|
2022
Q1 | $1.53M | Buy |
67,674
+56,953
| +531% | +$1.29M | 0.05% | 120 |
|
|
2021
Q4 | $282K | Buy |
+10,721
| New | +$282K | 0.01% | 171 |
|
|
2019
Q1 | – | Sell |
-65,795
| Closed | -$1.74M | – | 131 |
|
|
2018
Q4 | $1.74M | Buy |
+65,795
| New | +$1.74M | 0.17% | 77 |
|