CCWA
CLA (CliftonLarsonAllen) Wealth Advisors’s VanEck Short High Yield Muni ETF SHYD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.03M | Buy |
45,390
+31,666
| +231% | +$715K | 0.02% | 160 |
|
|
2025
Q1 | $309K | Sell |
13,724
-24,789
| -64% | -$558K | 0.01% | 185 |
|
|
2024
Q4 | $866K | Buy |
38,513
+20,973
| +120% | +$471K | 0.02% | 154 |
|
|
2024
Q3 | $399K | Buy |
17,540
+3,816
| +28% | +$86.7K | 0.01% | 172 |
|
|
2024
Q2 | $307K | Sell |
13,724
-1,787
| -12% | -$40K | 0.01% | 176 |
|
|
2024
Q1 | $348K | Sell |
15,511
-89,525
| -85% | -$2.01M | 0.01% | 172 |
|
|
2023
Q4 | $2.32M | Buy |
105,036
+87,168
| +488% | +$1.93M | 0.06% | 93 |
|
|
2023
Q3 | $386K | Hold |
17,868
| – | – | 0.01% | 167 |
|
|
2023
Q2 | $398K | Sell |
17,868
-964
| -5% | -$21.5K | 0.01% | 164 |
|
|
2023
Q1 | $420K | Sell |
18,832
-143,882
| -88% | -$3.21M | 0.01% | 170 |
|
|
2022
Q4 | $3.62M | Buy |
162,714
+112,666
| +225% | +$2.51M | 0.13% | 74 |
|
|
2022
Q3 | $1.09M | Sell |
50,048
-12,139
| -20% | -$264K | 0.13% | 55 |
|
|
2022
Q2 | $1.4M | Sell |
62,187
-2,655
| -4% | -$59.6K | 0.06% | 121 |
|
|
2022
Q1 | $1.51M | Sell |
64,842
-71,772
| -53% | -$1.67M | 0.05% | 121 |
|
|
2021
Q4 | $3.44M | Buy |
136,614
+18,820
| +16% | +$473K | 0.13% | 72 |
|
|
2021
Q3 | $2.96M | Buy |
117,794
+16,537
| +16% | +$415K | 0.12% | 76 |
|
|
2021
Q2 | $2.58M | Buy |
101,257
+11,465
| +13% | +$292K | 0.11% | 87 |
|
|
2021
Q1 | $2.25M | Sell |
89,792
-5,210
| -5% | -$130K | 0.11% | 89 |
|
|
2020
Q4 | $2.36M | Sell |
95,002
-6,065
| -6% | -$150K | 0.12% | 80 |
|
|
2020
Q3 | $2.46M | Sell |
101,067
-1,550
| -2% | -$37.8K | 0.14% | 77 |
|
|
2020
Q2 | $2.44M | Buy |
+102,617
| New | +$2.44M | 0.15% | 71 |
|
|
2019
Q4 | $5.63M | Buy |
223,204
+188,628
| +546% | +$4.75M | 0.45% | 34 |
|
|
2019
Q3 | $871K | Buy |
+34,576
| New | +$871K | 0.08% | 102 |
|