CCWA
CLA (CliftonLarsonAllen) Wealth Advisors’s Danaher DHR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,098
| Closed | -$334K | – | 201 |
|
|
2021
Q3 | $334K | Buy |
1,098
+8
| +0.7% | +$2.43K | 0.01% | 261 |
|
|
2021
Q2 | $293K | Buy |
+1,090
| New | +$293K | 0.01% | 271 |
|
|
2015
Q3 | – | Sell |
-2,635
| Closed | -$226K | – | 118 |
|
|
2015
Q2 | $226K | Buy |
+2,635
| New | +$226K | 0.05% | 146 |
|