CCWA
CLA (CliftonLarsonAllen) Wealth Advisors’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-19,824
| Closed | -$741K | – | 184 |
|
|
2023
Q1 | $741K | Buy |
+19,824
| New | +$741K | 0.02% | 151 |
|
|
2022
Q2 | – | Sell |
-14,735
| Closed | -$714K | – | 198 |
|
|
2022
Q1 | $714K | Buy |
+14,735
| New | +$714K | 0.03% | 158 |
|
|
2021
Q4 | – | Sell |
-7,261
| Closed | -$337K | – | 300 |
|
|
2021
Q3 | $337K | Sell |
7,261
-1,194
| -14% | -$55.4K | 0.01% | 260 |
|
|
2021
Q2 | $383K | Buy |
+8,455
| New | +$383K | 0.02% | 257 |
|
|
2021
Q1 | – | Sell |
-10,418
| Closed | -$314K | – | 176 |
|
|
2020
Q4 | $314K | Buy |
+10,418
| New | +$314K | 0.02% | 157 |
|
|
2020
Q3 | – | Sell |
-17,369
| Closed | -$445K | – | 164 |
|
|
2020
Q2 | $445K | Buy |
+17,369
| New | +$445K | 0.03% | 141 |
|
|
2019
Q4 | $738K | Sell |
13,716
-1,337
| -9% | -$71.9K | 0.06% | 123 |
|
|
2019
Q3 | $759K | Buy |
+15,053
| New | +$759K | 0.07% | 111 |
|
|
2015
Q3 | – | Sell |
-4,810
| Closed | -$271K | – | 165 |
|
|
2015
Q2 | $271K | Buy |
+4,810
| New | +$271K | 0.05% | 138 |
|