CCWA
CLA (CliftonLarsonAllen) Wealth Advisors’s SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-12,354
| Closed | -$477K | – | 193 |
|
|
2022
Q1 | $477K | Sell |
12,354
-192
| -2% | -$7.41K | 0.02% | 176 |
|
|
2021
Q4 | $521K | Sell |
12,546
-35,071
| -74% | -$1.46M | 0.02% | 157 |
|
|
2021
Q3 | $2.03M | Hold |
47,617
| – | – | 0.08% | 98 |
|
|
2021
Q2 | $2.17M | Sell |
47,617
-896
| -2% | -$40.8K | 0.09% | 94 |
|
|
2021
Q1 | $2.12M | Buy |
+48,513
| New | +$2.12M | 0.1% | 92 |
|