CCWA
CLA (CliftonLarsonAllen) Wealth Advisors’s SPDR ICE Preferred Securities ETF PSK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-153,145
| Closed | -$5.03M | – | 203 |
|
|
2022
Q4 | $5.03M | Buy |
+153,145
| New | +$5.03M | 0.19% | 63 |
|
|
2022
Q2 | – | Sell |
-21,563
| Closed | -$841K | – | 190 |
|
|
2022
Q1 | $841K | Buy |
+21,563
| New | +$841K | 0.03% | 152 |
|
|
2019
Q1 | – | Sell |
-13,513
| Closed | -$535K | – | 133 |
|
|
2018
Q4 | $535K | Buy |
+13,513
| New | +$535K | 0.05% | 121 |
|