CLA (CliftonLarsonAllen) Wealth Advisors’s SPDR Portfolio TIPS ETF SPIP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $437K | Hold |
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|
2025
Q2 | $432K | Hold |
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|
2025
Q1 | $438K | Hold |
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|
2024
Q4 | $420K | Hold |
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|
2024
Q3 | $436K | Sell |
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|
2024
Q2 | $424K | Buy |
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|
2024
Q1 | $425K | Sell |
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|
2023
Q4 | $456K | Sell |
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|
2023
Q3 | $518K | Sell |
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|
2023
Q2 | $607K | Buy |
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|
2023
Q1 | $529K | Sell |
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|
2022
Q4 | $3.01M | Buy |
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