CLA (CliftonLarsonAllen) Wealth Advisors’s America Movil AMX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-18,000
| Closed | -$257K | – | 112 |
|
|
2018
Q4 | $257K | Hold |
18,000
| – | – | 0.03% | 130 |
|
|
2018
Q3 | $289K | Hold |
18,000
| – | – | 0.03% | 120 |
|
|
2018
Q2 | $300K | Hold |
18,000
| – | – | 0.03% | 120 |
|
|
2018
Q1 | $344K | Hold |
18,000
| – | – | 0.03% | 116 |
|
|
2017
Q4 | $309K | Hold |
18,000
| – | – | 0.03% | 120 |
|
|
2017
Q3 | $320K | Hold |
18,000
| – | – | 0.03% | 128 |
|
|
2017
Q2 | $287K | Hold |
18,000
| – | – | 0.03% | 128 |
|
|
2017
Q1 | $255K | Hold |
18,000
| – | – | 0.03% | 130 |
|
|
2016
Q4 | $226K | Hold |
18,000
| – | – | 0.03% | 126 |
|
|
2016
Q3 | $206K | Buy |
+18,000
| New | +$206K | 0.03% | 125 |
|