CCWA
CLA (CliftonLarsonAllen) Wealth Advisors’s SPDR Dow Jones REIT ETF RWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-15,849
| Closed | -$1.5M | – | 167 |
|
|
2015
Q1 | $1.5M | Sell |
15,849
-638
| -4% | -$60.3K | 0.33% | 46 |
|
|
2014
Q4 | $1.5M | Buy |
+16,487
| New | +$1.5M | 0.32% | 42 |
|
|
2014
Q3 | – | Sell |
-21,827
| Closed | -$1.81M | – | 78 |
|
|
2014
Q2 | $1.81M | Sell |
21,827
-692
| -3% | -$57.4K | 0.36% | 42 |
|
|
2014
Q1 | $1.76M | Buy |
22,519
+156
| +0.7% | +$12.2K | 0.39% | 43 |
|
|
2013
Q4 | $1.59M | Buy |
22,363
+946
| +4% | +$67.4K | 0.4% | 43 |
|
|
2013
Q3 | $1.56M | Buy |
+21,417
| New | +$1.56M | 0.42% | 45 |
|