CCWA
CLA (CliftonLarsonAllen) Wealth Advisors’s PPG Industries PPG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-10,000
| Closed | -$1.02M | – | 132 |
|
|
2018
Q4 | $1.02M | Sell |
10,000
-42
| -0.4% | -$4.29K | 0.1% | 101 |
|
|
2018
Q3 | $1.1M | Sell |
10,042
-200
| -2% | -$21.8K | 0.1% | 86 |
|
|
2018
Q2 | $1.06M | Buy |
10,242
+42
| +0.4% | +$4.36K | 0.1% | 85 |
|
|
2018
Q1 | $1.14M | Hold |
10,200
| – | – | 0.11% | 85 |
|
|
2017
Q4 | $1.19M | Sell |
10,200
-10
| -0.1% | -$1.17K | 0.12% | 79 |
|
|
2017
Q3 | $1.11M | Hold |
10,210
| – | – | 0.12% | 90 |
|
|
2017
Q2 | $1.12M | Sell |
10,210
-6,281
| -38% | -$691K | 0.13% | 91 |
|
|
2017
Q1 | $1.73M | Buy |
16,491
+1,443
| +10% | +$152K | 0.19% | 66 |
|
|
2016
Q4 | $1.43M | Buy |
15,048
+731
| +5% | +$69.3K | 0.16% | 71 |
|
|
2016
Q3 | $1.48M | Buy |
+14,317
| New | +$1.48M | 0.18% | 68 |
|