CCWA
CLA (CliftonLarsonAllen) Wealth Advisors’s Schwab US REIT ETF SCHH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-10,775
| Closed | -$219K | – | 184 |
|
|
2024
Q1 | $219K | Buy |
+10,775
| New | +$219K | 0.01% | 178 |
|
|
2022
Q2 | – | Sell |
-29,920
| Closed | -$745K | – | 192 |
|
|
2022
Q1 | $745K | Buy |
29,920
+14,960
| +100% | +$373K | 0.03% | 157 |
|
|
2021
Q4 | $788K | Sell |
14,960
-85
| -0.6% | -$4.48K | 0.03% | 134 |
|
|
2021
Q3 | $687K | Buy |
15,045
+109
| +0.7% | +$4.98K | 0.03% | 183 |
|
|
2021
Q2 | $684K | Buy |
14,936
+9
| +0.1% | +$412 | 0.03% | 190 |
|
|
2021
Q1 | $613K | Buy |
14,927
+121
| +0.8% | +$4.97K | 0.03% | 143 |
|
|
2020
Q4 | $562K | Buy |
14,806
+33
| +0.2% | +$1.25K | 0.03% | 138 |
|
|
2020
Q3 | $523K | Sell |
14,773
-926
| -6% | -$32.8K | 0.03% | 138 |
|
|
2020
Q2 | $553K | Buy |
+15,699
| New | +$553K | 0.03% | 137 |
|
|
2019
Q1 | – | Sell |
-32,360
| Closed | -$1.25M | – | 138 |
|
|
2018
Q4 | $1.25M | Buy |
+32,360
| New | +$1.25M | 0.12% | 90 |
|