CLA (CliftonLarsonAllen) Wealth Advisors’s Invesco FTSE RAFI Emerging Markets ETF PXH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
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|
2022
Q1 | $268K | Sell |
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|
2021
Q4 | $301K | Sell |
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|
2021
Q3 | $337K | Buy |
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|
2021
Q2 | $352K | Hold |
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|
2021
Q1 | $340K | Buy |
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|
2020
Q4 | $313K | Buy |
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|
2019
Q4 | $274K | Hold |
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|
2019
Q3 | $246K | Sell |
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|
2019
Q2 | $270K | Buy |
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|
2019
Q1 | $263K | Sell |
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|
2018
Q4 | $254K | Buy |
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|
2018
Q3 | $261K | Sell |
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|
2018
Q2 | $541K | Sell |
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|
2018
Q1 | $621K | Hold |
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|
2017
Q4 | $590K | Sell |
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|
2017
Q3 | $583K | Sell |
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|
2017
Q2 | $572K | Sell |
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|
2017
Q1 | $723K | Sell |
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|
2016
Q4 | $771K | Sell |
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|
2016
Q3 | $819K | Sell |
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|
2016
Q2 | $961K | Sell |
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|
2016
Q1 | $1.56M | Sell |
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|
2015
Q4 | $3.38M | Sell |
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|
2015
Q3 | $5.3M | Sell |
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|
2015
Q2 | $9.32M | Sell |
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|
2015
Q1 | $11.9M | Sell |
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|
2014
Q4 | $13M | Sell |
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|
2014
Q3 | $14.6M | Sell |
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|
2014
Q2 | $19M | Sell |
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|
2014
Q1 | $20.8M | Sell |
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|
2013
Q4 | $23.3M | Sell |
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|
2013
Q3 | $23.5M | Buy |
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|
2013
Q2 | $498K | Buy |
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