CCWA
CLA (CliftonLarsonAllen) Wealth Advisors’s Boeing BA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-10,174
| Closed | -$1.94M | – | 189 |
|
|
2022
Q4 | $1.94M | Sell |
10,174
-179
| -2% | -$34.1K | 0.07% | 105 |
|
|
2022
Q3 | $1.25M | Buy |
10,353
+102
| +1% | +$12.4K | 0.15% | 51 |
|
|
2022
Q2 | $1.4M | Sell |
10,251
-1,774
| -15% | -$243K | 0.06% | 120 |
|
|
2022
Q1 | $2.3M | Buy |
+12,025
| New | +$2.3M | 0.08% | 98 |
|
|
2021
Q4 | – | Sell |
-6,493
| Closed | -$1.43M | – | 185 |
|
|
2021
Q3 | $1.43M | Sell |
6,493
-170
| -3% | -$37.4K | 0.06% | 117 |
|
|
2021
Q2 | $1.6M | Buy |
+6,663
| New | +$1.6M | 0.07% | 115 |
|
|
2020
Q3 | – | Sell |
-10,740
| Closed | -$1.97M | – | 154 |
|
|
2020
Q2 | $1.97M | Buy |
+10,740
| New | +$1.97M | 0.12% | 83 |
|
|
2019
Q1 | – | Sell |
-30,329
| Closed | -$9.78M | – | 114 |
|
|
2018
Q4 | $9.78M | Sell |
30,329
-28
| -0.1% | -$9.03K | 0.97% | 30 |
|
|
2018
Q3 | $11.3M | Buy |
30,357
+8
| +0% | +$2.98K | 1.05% | 24 |
|
|
2018
Q2 | $10.2M | Buy |
30,349
+146
| +0.5% | +$49K | 1% | 28 |
|
|
2018
Q1 | $9.9M | Sell |
30,203
-168
| -0.6% | -$55.1K | 0.99% | 27 |
|
|
2017
Q4 | $8.96M | Sell |
30,371
-88
| -0.3% | -$26K | 0.92% | 28 |
|
|
2017
Q3 | $7.74M | Buy |
30,459
+108
| +0.4% | +$27.5K | 0.82% | 29 |
|
|
2017
Q2 | $6M | Sell |
30,351
-292
| -1% | -$57.7K | 0.67% | 31 |
|
|
2017
Q1 | $5.42M | Sell |
30,643
-107
| -0.3% | -$18.9K | 0.61% | 32 |
|
|
2016
Q4 | $4.79M | Buy |
30,750
+186
| +0.6% | +$29K | 0.55% | 36 |
|
|
2016
Q3 | $4.03M | Buy |
+30,564
| New | +$4.03M | 0.49% | 36 |
|