Cliftonlarsonallen Wealth Advisors, LLC Ishares Msci Usa Min Vol Facto Transaction History

Cliftonlarsonallen Wealth Advisors, LLC

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 Apr 12, 2023	BUY	$69.12 - $73.78 $761,287 - $812,612	11,014 New	11,014 $801,000
Q2 2022 Jul 08, 2022	SELL	$66.73 - $79.1 $840,864 - $996,739	-12,601 Closed	0 $0
Q1 2022 Apr 27, 2022	SELL	$71.88 - $80.4 $67,135 - $75,093	-934 Reduced 6.9%	12,601 $977,000
Q4 2021 Jan 26, 2022	SELL	$73.28 - $81.04 $78,043 - $86,307	-1,065 Reduced 7.29%	13,535 $1.1 Million
Q3 2021 Nov 02, 2021	BUY	$73.5 - $78.28 $1.07 Million - $1.14 Million	14,600 New	14,600 $1.07 Million
Q3 2021 Oct 14, 2021	SELL	$73.5 - $78.28 $1.43 Million - $1.53 Million	-19,519 Closed	0 $0
Q2 2021 Jul 21, 2021	SELL	$69.72 - $73.7 $976,568 - $1.03 Million	-14,007 Reduced 41.78%	19,519 $1.44 Million
Q1 2021 May 24, 2021	SELL	$65.18 - $69.88 $5.71 Million - $6.12 Million	-87,607 Reduced 72.32%	33,526 $2.32 Million
Q4 2020 Jan 14, 2021	BUY	$61.66 - $67.88 $1.14 Million - $1.26 Million	18,557 Added 18.09%	121,133 $8.22 Million
Q3 2020 Oct 13, 2020	BUY	$60.74 - $66.36 $1.1 Million - $1.2 Million	18,144 Added 21.49%	102,576 $6.54 Million
Q2 2020 Jul 16, 2020	BUY	$51.94 - $64.01 $4.39 Million - $5.4 Million	84,432 New	84,432 $5.12 Million

1,285

200M

10.6K

27K

Get notified when there are updates to the investment portfolio of Cliftonlarsonallen Wealth Advisors, LLC, based on Form 13F filings with the SEC.

Stay updated on Cliftonlarsonallen Wealth Advisors, LLC with notifications on news.