Cliftonlarsonallen Wealth Advisors, LLC Spdr Portfolio S&P 500 Value E Transaction History

Cliftonlarsonallen Wealth Advisors, LLC

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 13, 2023	BUY	$41.15 - $44.69 $417,096 - $452,977	10,136 New	10,136 $418,000
Q2 2022 Jul 08, 2022	SELL	$35.93 - $42.52 $434,214 - $513,854	-12,085 Closed	0 $0
Q1 2022 Apr 27, 2022	BUY	$39.54 - $42.64 $477,840 - $515,304	12,085 New	12,085 $505,000
Q4 2021 Jan 26, 2022	SELL	$39.14 - $42.04 $314,411 - $337,707	-8,033 Closed	0 $0
Q3 2021 Nov 02, 2021	BUY	$38.51 - $40.73 $309,350 - $327,184	8,033 New	8,033 $313,000
Q3 2021 Oct 14, 2021	SELL	$38.51 - $40.73 $291,520 - $308,326	-7,570 Closed	0 $0
Q2 2021 Jul 21, 2021	SELL	$38.15 - $40.6 $219,858 - $233,977	-5,763 Reduced 43.22%	7,570 $299,000
Q1 2021 May 24, 2021	BUY	$33.86 - $38.29 $451,455 - $510,520	13,333 New	13,333 $505,000
Q3 2020 Oct 13, 2020	SELL	$28.64 - $31.68 $334,601 - $370,117	-11,683 Closed	0 $0
Q2 2020 Jul 16, 2020	SELL	$24.7 - $32.15 $174,382 - $226,979	-7,060 Reduced 37.67%	11,683 $339,000
Q4 2019 Jan 29, 2020	BUY	$30.96 - $35.07 $29,845 - $33,807	964 Added 5.42%	18,743 $654,000
Q3 2019 Oct 07, 2019	BUY	$31.79 - $32.44 $565,194 - $576,750	17,779 New	17,779 $568,000
Q4 2018 Jan 22, 2019	SELL	N/A	-10,935 Closed	0 $0
Q3 2018 Nov 05, 2018	BUY	N/A	10,935 New	10,935 $340,000

1,012

407M

356K

41.6K

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