CLA (CliftonLarsonAllen) Wealth Advisors’s SPDR Bloomberg Short Term High Yield Bond ETF SJNK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2016
Q1
Sell
-20,398
Closed -$524K 115
2015
Q4
$524K Sell
20,398
-23,268
-53% -$598K 0.09% 100
2015
Q3
$1.18M Buy
43,666
+668
+2% +$18K 0.22% 69
2015
Q2
$1.24M Buy
+42,998
New +$1.24M 0.25% 56