CLA (CliftonLarsonAllen) Wealth Advisors’s Invesco S&P 500 Pure Growth ETF RPG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.62M | Hold |
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|
2025
Q2 | $1.56M | Hold |
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2025
Q1 | $1.3M | Hold |
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|
2024
Q4 | $1.4M | Hold |
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|
2024
Q3 | $1.33M | Hold |
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|
2024
Q2 | $1.27M | Hold |
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|
2024
Q1 | $1.25M | Hold |
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|
2023
Q4 | $1.1M | Hold |
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|
2023
Q3 | $1.02M | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $1.72M | Hold |
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|
2022
Q2 | $1.76M | Sell |
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|
2022
Q1 | $3.93M | Sell |
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|
2021
Q4 | $4.79M | Sell |
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|
2021
Q3 | $5.09M | Hold |
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|
2021
Q2 | $4.87M | Hold |
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|
2021
Q1 | $4.34M | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $2M | Buy |
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