CCWA
CLA (CliftonLarsonAllen) Wealth Advisors’s iShares US Energy ETF IYE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $498K | Buy |
+11,020
| New | +$498K | 0.01% | 184 |
|
|
2024
Q4 | – | Sell |
-12,080
| Closed | -$560K | – | 192 |
|
|
2024
Q3 | $560K | Buy |
+12,080
| New | +$560K | 0.01% | 163 |
|
|
2023
Q2 | – | Sell |
-10,229
| Closed | -$448K | – | 179 |
|
|
2023
Q1 | $448K | Buy |
+10,229
| New | +$448K | 0.01% | 169 |
|
|
2021
Q4 | – | Sell |
-8,969
| Closed | -$253K | – | 231 |
|
|
2021
Q3 | $253K | Hold |
8,969
| – | – | 0.01% | 283 |
|
|
2021
Q2 | $261K | Buy |
+8,969
| New | +$261K | 0.01% | 280 |
|
|
2021
Q1 | – | Sell |
-10,708
| Closed | -$217K | – | 170 |
|
|
2020
Q4 | $217K | Buy |
+10,708
| New | +$217K | 0.01% | 161 |
|
|
2019
Q4 | $330K | Buy |
+10,267
| New | +$330K | 0.03% | 143 |
|
|
2019
Q1 | – | Sell |
-24,723
| Closed | -$770K | – | 124 |
|
|
2018
Q4 | $770K | Buy |
+24,723
| New | +$770K | 0.08% | 110 |
|