CCWA
CLA (CliftonLarsonAllen) Wealth Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-4,634
| Closed | -$644K | – | 221 |
|
|
2021
Q3 | $644K | Sell |
4,634
-25
| -0.5% | -$3.46K | 0.03% | 193 |
|
|
2021
Q2 | $683K | Buy |
+4,659
| New | +$683K | 0.03% | 191 |
|
|
2020
Q3 | – | Sell |
-12,656
| Closed | -$1.53M | – | 157 |
|
|
2020
Q2 | $1.53M | Buy |
+12,656
| New | +$1.53M | 0.09% | 92 |
|
|
2015
Q3 | – | Sell |
-2,960
| Closed | -$481K | – | 133 |
|
|
2015
Q2 | $481K | Buy |
+2,960
| New | +$481K | 0.1% | 112 |
|