CCWA
CLA (CliftonLarsonAllen) Wealth Advisors’s SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-20,564
| Closed | -$603K | – | 194 |
|
|
2023
Q3 | $603K | Buy |
+20,564
| New | +$603K | 0.02% | 148 |
|
|
2019
Q4 | $367K | Buy |
11,891
+536
| +5% | +$16.5K | 0.03% | 140 |
|
|
2019
Q3 | $350K | Buy |
+11,355
| New | +$350K | 0.03% | 130 |
|
|
2015
Q2 | – | Sell |
-64,384
| Closed | -$1.98M | – | 169 |
|
|
2015
Q1 | $1.98M | Sell |
64,384
-1,856
| -3% | -$57.1K | 0.44% | 37 |
|
|
2014
Q4 | $2.03M | Buy |
66,240
+28,880
| +77% | +$883K | 0.44% | 35 |
|
|
2014
Q3 | $1.15M | Sell |
37,360
-4,401
| -11% | -$135K | 0.25% | 50 |
|
|
2014
Q2 | $1.29M | Sell |
41,761
-195
| -0.5% | -$6.01K | 0.25% | 52 |
|
|
2014
Q1 | $1.29M | Sell |
41,956
-2,026
| -5% | -$62.3K | 0.29% | 51 |
|
|
2013
Q4 | $1.35M | Sell |
43,982
-9,010
| -17% | -$277K | 0.34% | 50 |
|
|
2013
Q3 | $1.63M | Buy |
52,992
+37,830
| +250% | +$1.16M | 0.44% | 44 |
|
|
2013
Q2 | $464K | Buy |
+15,162
| New | +$464K | 1.27% | 22 |
|