CCWA
CLA (CliftonLarsonAllen) Wealth Advisors’s Energy Transfer Partners ET Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $566K | Sell |
31,231
-100
| -0.3% | -$1.81K | 0.01% | 180 |
|
|
2025
Q1 | $582K | Buy |
31,331
+100
| +0.3% | +$1.86K | 0.01% | 170 |
|
|
2024
Q4 | $612K | Hold |
31,231
| – | – | 0.01% | 164 |
|
|
2024
Q3 | $501K | Hold |
31,231
| – | – | 0.01% | 167 |
|
|
2024
Q2 | $507K | Buy |
+31,231
| New | +$507K | 0.01% | 161 |
|