CCWA
CLA (CliftonLarsonAllen) Wealth Advisors’s SPDR Portfolio TIPS ETF SPIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $432K | Hold |
16,589
| – | – | 0.01% | 188 |
|
|
2025
Q1 | $438K | Hold |
16,589
| – | – | 0.01% | 175 |
|
|
2024
Q4 | $420K | Hold |
16,589
| – | – | 0.01% | 170 |
|
|
2024
Q3 | $436K | Sell |
16,589
-90
| -0.5% | -$2.37K | 0.01% | 169 |
|
|
2024
Q2 | $424K | Buy |
16,679
+90
| +0.5% | +$2.29K | 0.01% | 167 |
|
|
2024
Q1 | $425K | Sell |
16,589
-1,248
| -7% | -$32K | 0.01% | 167 |
|
|
2023
Q4 | $456K | Sell |
17,837
-3,017
| -14% | -$77.1K | 0.01% | 169 |
|
|
2023
Q3 | $518K | Sell |
20,854
-2,652
| -11% | -$65.9K | 0.01% | 154 |
|
|
2023
Q2 | $607K | Buy |
23,506
+3,657
| +18% | +$94.5K | 0.02% | 148 |
|
|
2023
Q1 | $529K | Sell |
19,849
-96,904
| -83% | -$2.58M | 0.02% | 160 |
|
|
2022
Q4 | $3.01M | Buy |
+116,753
| New | +$3.01M | 0.11% | 80 |
|