CLA (CliftonLarsonAllen) Wealth Advisors’s SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $8.42M | Buy |
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|
2025
Q2 | $7.9M | Buy |
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|
2025
Q1 | $5.58M | Sell |
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|
2024
Q4 | $6M | Buy |
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|
2024
Q3 | $5.15M | Sell |
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|
2024
Q2 | $4.86M | Sell |
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|
2024
Q1 | $5.16M | Sell |
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|
2023
Q4 | $5.79M | Buy |
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|
2023
Q3 | $1.79M | Sell |
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|
2023
Q2 | $2.56M | Buy |
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|
2023
Q1 | $1.44M | Sell |
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|
2022
Q4 | $8.26M | Buy |
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|
2022
Q3 | $1.18M | Sell |
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|
2022
Q2 | $2.44M | Sell |
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|
2022
Q1 | $9.76M | Buy |
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|
2021
Q4 | $613K | Buy |
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