CCWA
CLA (CliftonLarsonAllen) Wealth Advisors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,432
| Closed | -$207K | – | 283 |
|
|
2021
Q3 | $207K | Sell |
1,432
-3,999
| -74% | -$578K | 0.01% | 298 |
|
|
2021
Q2 | $784K | Sell |
5,431
-8,801
| -62% | -$1.27M | 0.03% | 174 |
|
|
2021
Q1 | $1.93M | Sell |
14,232
-206
| -1% | -$27.9K | 0.09% | 99 |
|
|
2020
Q4 | $2.28M | Buy |
+14,438
| New | +$2.28M | 0.11% | 82 |
|
|
2016
Q4 | – | Sell |
-25,968
| Closed | -$3.57M | – | 135 |
|
|
2016
Q3 | $3.57M | Buy |
25,968
+4,862
| +23% | +$669K | 0.44% | 39 |
|
|
2016
Q2 | $2.93M | Buy |
21,106
+2,228
| +12% | +$310K | 0.42% | 38 |
|
|
2016
Q1 | $2.47M | Sell |
18,878
-3,597
| -16% | -$470K | 0.39% | 40 |
|
|
2015
Q4 | $2.71M | Sell |
22,475
-27,166
| -55% | -$3.28M | 0.46% | 42 |
|
|
2015
Q3 | $6.13M | Buy |
49,641
+8,365
| +20% | +$1.03M | 1.15% | 19 |
|
|
2015
Q2 | $4.85M | Buy |
+41,276
| New | +$4.85M | 0.97% | 24 |
|