Cliftonlarsonallen Wealth Advisors, LLC Schwab Strategic U.S. Reit ETF Transaction History

Cliftonlarsonallen Wealth Advisors, LLC

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 02, 2024	BUY	$19.39 - $20.93 $208,927 - $225,520	10,775 New	10,775 $218,000
Q2 2022 Jul 08, 2022	SELL	$20.18 - $25.97 $603,785 - $777,022	-29,920 Closed	0 $0
Q1 2022 Apr 27, 2022	BUY	$22.75 - $26.16 $340,340 - $391,353	14,960 Added 100.0%	29,920 $745,000
Q4 2021 Jan 26, 2022	SELL	$22.99 - $26.35 $1,954 - $2,239	-85 Reduced 0.56%	14,960 $788,000
Q3 2021 Nov 02, 2021	BUY	$22.84 - $24.92 $343,627 - $374,921	15,045 New	15,045 $687,000
Q3 2021 Oct 14, 2021	SELL	$22.84 - $24.92 $341,138 - $372,205	-14,936 Closed	0 $0
Q2 2021 Jul 21, 2021	BUY	$20.92 - $23.68 $188 - $213	9 Added 0.06%	14,936 $684,000
Q1 2021 May 24, 2021	BUY	$18.25 - $20.79 $2,208 - $2,515	121 Added 0.82%	14,927 $613,000
Q4 2020 Jan 14, 2021	BUY	$17.04 - $19.33 $562 - $637	33 Added 0.22%	14,806 $562,000
Q3 2020 Oct 13, 2020	SELL	$16.99 - $18.73 $15,732 - $17,343	-926 Reduced 5.9%	14,773 $523,000
Q2 2020 Jul 16, 2020	BUY	$14.77 - $20.35 $231,874 - $319,474	15,699 New	15,699 $553,000
Q1 2019 Apr 09, 2019	SELL	N/A	-32,360 Closed	0 $0
Q4 2018 Jan 22, 2019	BUY	N/A	32,360 New	32,360 $1.25 Million

499

255M

28.4K

83.1K

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