CCWA
CLA (CliftonLarsonAllen) Wealth Advisors’s Alerian MLP ETF AMLP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $340K | Sell |
8,005
-1,136
| -12% | -$48.3K | 0.03% | 142 |
|
|
2019
Q3 | $418K | Sell |
9,141
-174
| -2% | -$7.96K | 0.04% | 129 |
|
|
2019
Q2 | $459K | Sell |
9,315
-115
| -1% | -$5.67K | 0.05% | 97 |
|
|
2019
Q1 | $473K | Buy |
9,430
+365
| +4% | +$18.3K | 0.05% | 96 |
|
|
2018
Q4 | $396K | Sell |
9,065
-1,992
| -18% | -$87K | 0.04% | 128 |
|
|
2018
Q3 | $590K | Sell |
11,057
-14
| -0.1% | -$747 | 0.06% | 102 |
|
|
2018
Q2 | $559K | Sell |
11,071
-17,557
| -61% | -$886K | 0.05% | 105 |
|
|
2018
Q1 | $1.34M | Sell |
28,628
-2,856
| -9% | -$134K | 0.13% | 76 |
|
|
2017
Q4 | $1.7M | Sell |
31,484
-16,855
| -35% | -$910K | 0.17% | 61 |
|
|
2017
Q3 | $2.71M | Sell |
48,339
-6,472
| -12% | -$363K | 0.29% | 45 |
|
|
2017
Q2 | $3.28M | Sell |
54,811
-1,200
| -2% | -$71.8K | 0.37% | 41 |
|
|
2017
Q1 | $3.56M | Sell |
56,011
-2,407
| -4% | -$153K | 0.4% | 41 |
|
|
2016
Q4 | $3.68M | Sell |
58,418
-8,356
| -13% | -$526K | 0.42% | 42 |
|
|
2016
Q3 | $4.24M | Buy |
66,774
+3,491
| +6% | +$222K | 0.52% | 35 |
|
|
2016
Q2 | $4.03M | Buy |
63,283
+37,684
| +147% | +$2.4M | 0.58% | 31 |
|
|
2016
Q1 | $1.4M | Sell |
25,599
-42,810
| -63% | -$2.34M | 0.22% | 64 |
|
|
2015
Q4 | $4.12M | Buy |
+68,409
| New | +$4.12M | 0.69% | 32 |
|