CCWA
CLA (CliftonLarsonAllen) Wealth Advisors’s Commerce Bancshares CBSH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-18,219
| Closed | -$1.09M | – | 130 |
|
|
2018
Q1 | $1.09M | Buy |
18,219
+159
| +0.9% | +$9.54K | 0.11% | 87 |
|
|
2017
Q4 | $1.01M | Buy |
18,060
+858
| +5% | -$119 | 0.1% | 85 |
|
|
2017
Q3 | $994K | Hold |
17,202
| – | – | 0.11% | 94 |
|
|
2017
Q2 | $978K | Hold |
17,202
| – | – | 0.11% | 92 |
|
|
2017
Q1 | $966K | Buy |
17,202
+14
| +0.1% | +$760 | 0.11% | 96 |
|
|
2016
Q4 | $994K | Buy |
17,188
+818
| +5% | – | 0.11% | 87 |
|
|
2016
Q3 | $806K | Sell |
16,370
-31,001
| -65% | -$1.53M | 0.1% | 96 |
|
|
2016
Q2 | $2.27M | Buy |
47,371
+320
| +0.7% | +$15.3K | 0.33% | 46 |
|
|
2016
Q1 | $2.12M | Buy |
47,051
+8,382
| +22% | +$377K | 0.33% | 49 |
|
|
2015
Q4 | $1.65M | Buy |
38,669
+1,841
| +5% | -$27 | 0.28% | 61 |
|
|
2015
Q3 | $1.68M | Hold |
36,828
| – | – | 0.32% | 57 |
|
|
2015
Q2 | $1.72M | Buy |
36,828
+22,099
| +150% | +$1.03M | 0.34% | 42 |
|
|
2015
Q1 | $623K | Hold |
14,729
| – | – | 0.14% | 75 |
|
|
2014
Q4 | $641K | Buy |
14,729
+701
| +5% | -$27 | 0.14% | 68 |
|
|
2014
Q3 | $626K | Sell |
14,028
-21,047
| -60% | -$939K | 0.13% | 65 |
|
|
2014
Q2 | $1.63M | Hold |
35,075
| – | – | 0.32% | 45 |
|
|
2014
Q1 | $1.63M | Hold |
35,075
| – | – | 0.36% | 44 |
|
|
2013
Q4 | $1.58M | Buy |
35,075
+1,670
| +5% | -$26 | 0.39% | 44 |
|
|
2013
Q3 | $1.46M | Buy |
+33,405
| New | +$1.46M | 0.4% | 46 |
|