CLA (CliftonLarsonAllen) Wealth Advisors’s Midsouth Bancorp, Inc. MSL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-64,212
| Closed | -$583K | – | 117 |
|
|
2015
Q4 | $583K | Hold |
64,212
| – | – | 0.1% | 98 |
|
|
2015
Q3 | $751K | Hold |
64,212
| – | – | 0.14% | 87 |
|
|
2015
Q2 | $980K | Hold |
64,212
| – | – | 0.2% | 65 |
|
|
2015
Q1 | $947K | Hold |
64,212
| – | – | 0.21% | 60 |
|
|
2014
Q4 | $1.11M | Hold |
64,212
| – | – | 0.24% | 51 |
|
|
2014
Q3 | $1.2M | Hold |
64,212
| – | – | 0.26% | 48 |
|
|
2014
Q2 | $1.28M | Hold |
64,212
| – | – | 0.25% | 53 |
|
|
2014
Q1 | $1.08M | Hold |
64,212
| – | – | 0.24% | 56 |
|
|
2013
Q4 | $1.15M | Hold |
64,212
| – | – | 0.29% | 55 |
|
|
2013
Q3 | $995K | Buy |
+64,212
| New | +$995K | 0.27% | 55 |
|