CCWA
BPT

CLA (CliftonLarsonAllen) Wealth Advisors’s BP Prudhoe Bay Royalty Trust BPT Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’s Portfolio BPT Stock Details BPT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-15,500
Closed -$219K – 107
2016
Q1 		$219K Sell
15,500
-10,000
-39% -$141K 0.03% 99
2015
Q4 		$636K Buy
+25,500
New +$636K 0.11% 92