Cliftonlarsonallen Wealth Advisors, LLC Invesco ETF Tr Ii Ftse Rafi Em Transaction History

Cliftonlarsonallen Wealth Advisors, LLC

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 08, 2022	SELL	$18.01 - $21.54 $231,446 - $276,810	-12,851 Closed	0 $0
Q1 2022 Apr 27, 2022	SELL	$19.31 - $23.54 $17,687 - $21,562	-916 Reduced 6.65%	12,851 $268,000
Q4 2021 Jan 26, 2022	SELL	$21.24 - $23.2 $28,270 - $30,879	-1,331 Reduced 8.82%	13,767 $301,000
Q3 2021 Nov 02, 2021	BUY	$21.76 - $23.48 $328,532 - $354,501	15,098 New	15,098 $337,000
Q3 2021 Oct 14, 2021	SELL	$21.76 - $23.48 $328,467 - $354,430	-15,095 Closed	0 $0

Q1 2021 May 24, 2021	BUY	$21.21 - $23.26 $6,384 - $7,001	301 Added 2.03%	15,095 $340,000
Q4 2020 Jan 14, 2021	BUY	$17.5 - $21.17 $258,895 - $313,188	14,794 New	14,794 $313,000
Q2 2020 Jul 16, 2020	SELL	$14.93 - $18.57 $183,250 - $227,928	-12,274 Closed	0 $0
Q3 2019 Oct 07, 2019	SELL	$19.32 - $21.92 $3,979 - $4,515	-206 Reduced 1.65%	12,274 $246,000
Q2 2019 Jul 17, 2019	BUY	$20.2 - $22.18 $4,161 - $4,569	206 Added 1.68%	12,480 $270,000
Q1 2019 Apr 09, 2019	SELL	$19.71 - $21.97 $11,490 - $12,808	-583 Reduced 4.53%	12,274 $263,000
Q4 2018 Jan 22, 2019	BUY	$19.25 - $21.21 $9,605 - $10,583	499 Added 4.04%	12,857 $254,000
Q3 2018 Nov 05, 2018	SELL	$20.31 - $21.86 $280,582 - $301,995	-13,815 Reduced 52.78%	12,358 $261,000
Q2 2018 Jul 23, 2018	BUY	$20.14 - $23.43 $527,124 - $613,233	26,173 New	26,173 $541,000

171

52.7M

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