CCWA
CLA (CliftonLarsonAllen) Wealth Advisors’s SPDR FTSE International Government Inflation-Protected Bond ETF WIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-24,991
| Closed | -$1.47M | – | 80 |
|
|
2014
Q3 | $1.47M | Sell |
24,991
-1,456
| -6% | -$85.5K | 0.31% | 43 |
|
|
2014
Q2 | $1.64M | Sell |
26,447
-129
| -0.5% | -$8K | 0.32% | 44 |
|
|
2014
Q1 | $1.6M | Sell |
26,576
-124
| -0.5% | -$7.45K | 0.35% | 45 |
|
|
2013
Q4 | $1.56M | Sell |
26,700
-5,191
| -16% | -$303K | 0.39% | 45 |
|
|
2013
Q3 | $1.9M | Buy |
+31,891
| New | +$1.9M | 0.52% | 39 |
|