CLA (CliftonLarsonAllen) Wealth Advisors’s SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
-23,313
Closed -$677K 188
2023
Q4
$677K Buy
23,313
+2,319
+11% +$67.3K 0.02% 156
2023
Q3
$549K Buy
+20,994
New +$549K 0.02% 153