CCWA
CLA (CliftonLarsonAllen) Wealth Advisors’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-2,981
| Closed | -$523K | – | 247 |
|
|
2021
Q3 | $523K | Buy |
+2,981
| New | +$523K | 0.02% | 218 |
|
|
2019
Q1 | – | Sell |
-20,446
| Closed | -$3.9M | – | 128 |
|
|
2018
Q4 | $3.9M | Sell |
20,446
-3,756
| -16% | -$716K | 0.39% | 43 |
|
|
2018
Q3 | $5.1M | Sell |
24,202
-761
| -3% | -$160K | 0.48% | 39 |
|
|
2018
Q2 | $4.91M | Buy |
24,963
+1,969
| +9% | +$387K | 0.48% | 40 |
|
|
2018
Q1 | $5.05M | Buy |
22,994
+298
| +1% | +$65.4K | 0.5% | 38 |
|
|
2017
Q4 | $5.34M | Buy |
22,696
+9,307
| +70% | +$2.19M | 0.55% | 38 |
|
|
2017
Q3 | $2.81M | Buy |
13,389
+650
| +5% | +$136K | 0.3% | 43 |
|
|
2017
Q2 | $2.65M | Buy |
12,739
+100
| +0.8% | +$20.8K | 0.3% | 46 |
|
|
2017
Q1 | $2.42M | Sell |
12,639
-1,756
| -12% | -$336K | 0.27% | 50 |
|
|
2016
Q4 | $2.57M | Sell |
14,395
-470
| -3% | -$83.9K | 0.29% | 49 |
|
|
2016
Q3 | $2.62M | Buy |
14,865
+4,773
| +47% | +$841K | 0.32% | 45 |
|
|
2016
Q2 | $1.77M | Buy |
+10,092
| New | +$1.77M | 0.26% | 57 |
|
|
2015
Q3 | – | Sell |
-4,632
| Closed | -$715K | – | 143 |
|
|
2015
Q2 | $715K | Buy |
+4,632
| New | +$715K | 0.14% | 86 |
|