CCWA
CLA (CliftonLarsonAllen) Wealth Advisors’s Cal-Maine CALM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-16,768
| Closed | -$709K | – | 118 |
|
|
2018
Q4 | $709K | Hold |
16,768
| – | – | 0.07% | 115 |
|
|
2018
Q3 | $810K | Hold |
16,768
| – | – | 0.08% | 93 |
|
|
2018
Q2 | $769K | Hold |
16,768
| – | – | 0.08% | 94 |
|
|
2018
Q1 | $733K | Hold |
16,768
| – | – | 0.07% | 100 |
|
|
2017
Q4 | $745K | Hold |
16,768
| – | – | 0.08% | 89 |
|
|
2017
Q3 | $689K | Hold |
16,768
| – | – | 0.07% | 113 |
|
|
2017
Q2 | $664K | Hold |
16,768
| – | – | 0.07% | 111 |
|
|
2017
Q1 | $617K | Hold |
16,768
| – | – | 0.07% | 115 |
|
|
2016
Q4 | $741K | Hold |
16,768
| – | – | 0.08% | 103 |
|
|
2016
Q3 | $646K | Hold |
16,768
| – | – | 0.08% | 103 |
|
|
2016
Q2 | $743K | Sell |
16,768
-100
| -0.6% | -$4.43K | 0.11% | 84 |
|
|
2016
Q1 | $876K | Sell |
16,868
-1
| -0% | -$52 | 0.14% | 73 |
|
|
2015
Q4 | $7.82M | Buy |
16,869
+1
| +0% | +$464 | 1.31% | 19 |
|
|
2015
Q3 | $921K | Hold |
16,868
| – | – | 0.17% | 75 |
|
|
2015
Q2 | $881K | Buy |
16,868
+100
| +0.6% | +$5.22K | 0.18% | 70 |
|
|
2015
Q1 | $655K | Hold |
16,768
| – | – | 0.15% | 72 |
|
|
2014
Q4 | $654K | Buy |
+16,768
| New | +$654K | 0.14% | 66 |
|