CCWA
CLA (CliftonLarsonAllen) Wealth Advisors’s SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.9M | Buy |
195,176
+41,960
| +27% | +$1.7M | 0.13% | 68 |
|
|
2025
Q1 | $5.58M | Sell |
153,216
-22,589
| -13% | -$822K | 0.1% | 76 |
|
|
2024
Q4 | $6M | Buy |
175,805
+38,641
| +28% | +$1.32M | 0.12% | 65 |
|
|
2024
Q3 | $5.15M | Sell |
137,164
-1,249
| -0.9% | -$46.9K | 0.12% | 68 |
|
|
2024
Q2 | $4.86M | Sell |
138,413
-5,680
| -4% | -$199K | 0.1% | 68 |
|
|
2024
Q1 | $5.16M | Sell |
144,093
-26,022
| -15% | -$933K | 0.12% | 62 |
|
|
2023
Q4 | $5.79M | Buy |
170,115
+112,273
| +194% | +$3.82M | 0.14% | 63 |
|
|
2023
Q3 | $1.79M | Sell |
57,842
-20,802
| -26% | -$645K | 0.05% | 100 |
|
|
2023
Q2 | $2.56M | Buy |
78,644
+33,692
| +75% | +$1.1M | 0.07% | 83 |
|
|
2023
Q1 | $1.44M | Sell |
44,952
-233,228
| -84% | -$7.49M | 0.04% | 118 |
|
|
2022
Q4 | $8.26M | Buy |
278,180
+232,350
| +507% | +$6.9M | 0.31% | 49 |
|
|
2022
Q3 | $1.18M | Sell |
45,830
-38,912
| -46% | -$1M | 0.15% | 52 |
|
|
2022
Q2 | $2.44M | Sell |
84,742
-199,910
| -70% | -$5.77M | 0.1% | 83 |
|
|
2022
Q1 | $9.76M | Buy |
284,652
+267,853
| +1,594% | +$9.18M | 0.35% | 46 |
|
|
2021
Q4 | $613K | Buy |
+16,799
| New | +$613K | 0.02% | 153 |
|