CLA (CliftonLarsonAllen) Wealth Advisors’s iShares Mortgage Real Estate ETF REM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2014
Q2
Sell
-5,618
Closed -$276K 78
2014
Q1
$276K Sell
5,618
-2,138
-28% -$105K 0.06% 76
2013
Q4
$357K Sell
7,756
-6,550
-46% -$301K 0.09% 72
2013
Q3
$686K Buy
+14,306
New +$686K 0.19% 61