CCWA
CLA (CliftonLarsonAllen) Wealth Advisors’s Bank of New York Mellon BK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-12,850
| Closed | -$605K | – | 115 |
|
|
2018
Q4 | $605K | Hold |
12,850
| – | – | 0.06% | 120 |
|
|
2018
Q3 | $655K | Sell |
12,850
-244
| -2% | -$12.4K | 0.06% | 101 |
|
|
2018
Q2 | $706K | Sell |
13,094
-35
| -0.3% | -$1.89K | 0.07% | 98 |
|
|
2018
Q1 | $677K | Sell |
13,129
-170
| -1% | -$8.77K | 0.07% | 102 |
|
|
2017
Q4 | $716K | Hold |
13,299
| – | – | 0.07% | 92 |
|
|
2017
Q3 | $705K | Buy |
13,299
+79
| +0.6% | +$4.19K | 0.07% | 111 |
|
|
2017
Q2 | $674K | Buy |
13,220
+372
| +3% | +$19K | 0.08% | 110 |
|
|
2017
Q1 | $607K | Buy |
12,848
+198
| +2% | +$9.35K | 0.07% | 117 |
|
|
2016
Q4 | $599K | Sell |
12,650
-48
| -0.4% | -$2.27K | 0.07% | 112 |
|
|
2016
Q3 | $506K | Buy |
+12,698
| New | +$506K | 0.06% | 111 |
|