Cliftonlarsonallen Wealth Advisors, LLC Spdr Nuveen Bloomberg High Yie Transaction History

Cliftonlarsonallen Wealth Advisors, LLC

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 02, 2024	SELL	$24.95 - $25.69 $982,032 - $1.01 Million	-39,360 Reduced 60.4%	25,801 $662,000
Q4 2023 Jan 16, 2024	BUY	$23.09 - $25.41 $1.5 Million - $1.66 Million	65,161 New	65,161 $1.65 Million
Q4 2022 Jan 19, 2023	BUY	$23.44 - $50.65 $2.35 Million - $5.08 Million	100,243 New	100,243 $0
Q2 2022 Jul 08, 2022	SELL	$24.46 - $27.54 $2.19 Million - $2.46 Million	-89,473 Closed	0 $0
Q1 2022 Apr 27, 2022	BUY	$27.51 - $30.04 $2.46 Million - $2.69 Million	89,473 New	89,473 $4.93 Million
Q4 2021 Jan 26, 2022	SELL	$29.68 - $30.1 $127,327 - $129,129	-4,290 Closed	0 $0
Q3 2021 Nov 02, 2021	BUY	$29.98 - $30.58 $128,614 - $131,188	4,290 New	4,290 $257,000
Q3 2021 Oct 14, 2021	SELL	$29.98 - $30.58 $125,916 - $128,436	-4,200 Closed	0 $0
Q2 2021 Jul 21, 2021	BUY	$29.57 - $30.41 $124,194 - $127,722	4,200 New	4,200 $255,000
Q1 2019 Apr 09, 2019	SELL	N/A	-61,897 Closed	0 $0
Q4 2018 Jan 22, 2019	BUY	N/A	61,897 New	61,897 $3.47 Million

382

72.9M

400

8.9K

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