CCWA
CLA (CliftonLarsonAllen) Wealth Advisors’s SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-4,723
| Closed | -$387K | – | 276 |
|
|
2021
Q3 | $387K | Buy |
4,723
+6
| +0.1% | +$492 | 0.02% | 251 |
|
|
2021
Q2 | $404K | Buy |
+4,717
| New | +$404K | 0.02% | 251 |
|
|
2019
Q1 | – | Sell |
-40,731
| Closed | -$2.19M | – | 140 |
|
|
2018
Q4 | $2.19M | Buy |
+40,731
| New | +$2.19M | 0.22% | 66 |
|