CLA (CliftonLarsonAllen) Wealth Advisors’s SPDR Dow Jones International Real Estate ETF RWX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-38,821
| Closed | -$1.68M | – | 168 |
|
|
2015
Q1 | $1.68M | Sell |
38,821
-1,167
| -3% | -$50.6K | 0.37% | 40 |
|
|
2014
Q4 | $1.66M | Sell |
39,988
-3,755
| -9% | -$156K | 0.36% | 39 |
|
|
2014
Q3 | $1.81M | Sell |
43,743
-1,367
| -3% | -$56.6K | 0.39% | 37 |
|
|
2014
Q2 | $2M | Sell |
45,110
-1,193
| -3% | -$52.8K | 0.39% | 40 |
|
|
2014
Q1 | $1.91M | Buy |
46,303
+618
| +1% | +$25.4K | 0.42% | 40 |
|
|
2013
Q4 | $1.88M | Buy |
45,685
+543
| +1% | +$22.4K | 0.47% | 41 |
|
|
2013
Q3 | $1.9M | Buy |
45,142
+33,716
| +295% | +$1.42M | 0.52% | 38 |
|
|
2013
Q2 | $456K | Buy |
+11,426
| New | +$456K | 1.25% | 23 |
|