CCWA
CLA (CliftonLarsonAllen) Wealth Advisors’s Enterprise Products Partners EPD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $558K | Hold |
18,000
| – | – | 0.01% | 181 |
|
|
2025
Q1 | $615K | Hold |
18,000
| – | – | 0.01% | 168 |
|
|
2024
Q4 | $564K | Hold |
18,000
| – | – | 0.01% | 167 |
|
|
2024
Q3 | $524K | Sell |
18,000
-700
| -4% | -$20.4K | 0.01% | 164 |
|
|
2024
Q2 | $542K | Sell |
18,700
-2,250
| -11% | -$65.2K | 0.01% | 159 |
|
|
2024
Q1 | $611K | Sell |
20,950
-4,313
| -17% | -$126K | 0.01% | 155 |
|
|
2023
Q4 | $666K | Buy |
25,263
+4,313
| +21% | +$114K | 0.02% | 157 |
|
|
2023
Q3 | $573K | Buy |
20,950
+52
| +0.2% | +$1.42K | 0.02% | 150 |
|
|
2023
Q2 | $551K | Buy |
20,898
+52
| +0.2% | +$1.37K | 0.02% | 152 |
|
|
2023
Q1 | $540K | Buy |
20,846
+49
| +0.2% | +$1.27K | 0.02% | 159 |
|
|
2022
Q4 | $502K | Buy |
+20,797
| New | +$502K | 0.02% | 167 |
|
|
2022
Q3 | – | Sell |
-18,109
| Closed | -$441K | – | 102 |
|
|
2022
Q2 | $441K | Hold |
18,109
| – | – | 0.02% | 164 |
|
|
2022
Q1 | $467K | Hold |
18,109
| – | – | 0.02% | 177 |
|
|
2021
Q4 | $398K | Buy |
18,109
+4,000
| +28% | +$87.9K | 0.01% | 166 |
|
|
2021
Q3 | $305K | Hold |
14,109
| – | – | 0.01% | 267 |
|
|
2021
Q2 | $340K | Sell |
14,109
-8,000
| -36% | -$193K | 0.01% | 264 |
|
|
2021
Q1 | $487K | Hold |
22,109
| – | – | 0.02% | 156 |
|
|
2020
Q4 | $433K | Buy |
22,109
+2,684
| +14% | +$52.6K | 0.02% | 152 |
|
|
2020
Q3 | $307K | Buy |
19,425
+109
| +0.6% | +$1.72K | 0.02% | 147 |
|
|
2020
Q2 | $351K | Buy |
+19,316
| New | +$351K | 0.02% | 149 |
|
|
2017
Q3 | – | Hold |
0
| – | – | – | 133 |
|
|
2017
Q2 | – | Hold |
0
| – | – | – | 129 |
|