CLA (CliftonLarsonAllen) Wealth Advisors’s BP BP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-11,104
| Closed | -$418K | – | 128 |
|
|
2018
Q1 | $418K | Buy |
11,104
+29
| +0.3% | +$1.09K | 0.04% | 112 |
|
|
2017
Q4 | $426K | Sell |
11,075
-56
| -0.5% | -$2.15K | 0.04% | 104 |
|
|
2017
Q3 | $386K | Sell |
11,131
-874
| -7% | -$30.3K | 0.04% | 124 |
|
|
2017
Q2 | $369K | Sell |
12,005
-338
| -3% | -$10.4K | 0.04% | 124 |
|
|
2017
Q1 | $372K | Buy |
+12,343
| New | +$372K | 0.04% | 126 |
|