CLA (CliftonLarsonAllen) Wealth Advisors’s US Commodity Index USCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.56M | Hold |
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|
2025
Q2 | $1.47M | Hold |
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2025
Q1 | $1.44M | Hold |
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|
2024
Q4 | $1.32M | Hold |
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|
2024
Q3 | $1.25M | Hold |
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|
2024
Q2 | $1.25M | Hold |
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|
2024
Q1 | $1.22M | Hold |
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|
2023
Q4 | $1.13M | Hold |
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|
2023
Q3 | $1.19M | Hold |
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|
2023
Q2 | $1.07M | Hold |
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|
2023
Q1 | $1.09M | Hold |
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|
2022
Q4 | $1.13M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $1.61M | Sell |
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|
2022
Q1 | $1.7M | Hold |
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|
2021
Q4 | $1.33M | Hold |
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|
2021
Q3 | $1.26M | Hold |
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|
2021
Q2 | $1.24M | Hold |
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|
2021
Q1 | $1.09M | Hold |
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|
2020
Q4 | $1M | Buy |
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|
2020
Q3 | $668K | Hold |
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|
2020
Q2 | $598K | Buy |
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|
2019
Q4 | $544K | Sell |
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|
2019
Q3 | $997K | Hold |
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|
2019
Q2 | $1.03M | Buy |
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|
2019
Q1 | $678K | Hold |
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|
2018
Q4 | $657K | Hold |
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|
2018
Q3 | $743K | Hold |
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|
2018
Q2 | $765K | Hold |
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|
2018
Q1 | $749K | Hold |
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|
2017
Q4 | $744K | Buy |
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|
2017
Q3 | $672K | Hold |
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|
2017
Q2 | $646K | Hold |
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|
2017
Q1 | $657K | Sell |
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|
2016
Q4 | $721K | Buy |
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|
2016
Q3 | $700K | Buy |
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|
2016
Q2 | $658K | Hold |
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|
2016
Q1 | $616K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $675K | Hold |
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|
2015
Q2 | $761K | Hold |
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|
2015
Q1 | $725K | Buy |
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|
2014
Q4 | $690K | Buy |
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|
2014
Q3 | $760K | Hold |
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|
2014
Q2 | $836K | Hold |
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|
2014
Q1 | $808K | Hold |
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|
2013
Q4 | $773K | Buy |
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|
2013
Q3 | $630K | Buy |
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