CCWA
CLA (CliftonLarsonAllen) Wealth Advisors’s VF Corp VFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-13,966
| Closed | -$888K | – | 143 |
|
|
2017
Q3 | $888K | Buy |
13,966
+151
| +1% | +$9.58K | 0.09% | 100 |
|
|
2017
Q2 | $796K | Buy |
13,815
+570
| +4% | +$32.9K | 0.09% | 99 |
|
|
2017
Q1 | $728K | Buy |
+13,245
| New | +$728K | 0.08% | 106 |
|
|
2015
Q3 | – | Sell |
-3,484
| Closed | -$243K | – | 160 |
|
|
2015
Q2 | $243K | Buy |
+3,484
| New | +$243K | 0.05% | 145 |
|