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 |
|