CCWA
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CLA (CliftonLarsonAllen) Wealth Advisors’s Visa V Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
-11,789
Closed -$2.66M 183
2023
Q1
$2.66M Buy
+11,789
New +$2.66M 0.08% 85
2021
Q4
Sell
-8,390
Closed -$1.87M 289
2021
Q3
$1.87M Sell
8,390
-47
-0.6% -$10.5K 0.07% 105
2021
Q2
$1.97M Buy
+8,437
New +$1.97M 0.08% 102
2015
Q3
Sell
-5,628
Closed -$378K 157
2015
Q2
$378K Buy
+5,628
New +$378K 0.08% 124