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

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2021
Q4
Sell
-4,634
Closed -$644K 221
2021
Q3
$644K Sell
4,634
-25
-0.5% -$3.46K 0.03% 193
2021
Q2
$683K Buy
+4,659
New +$683K 0.03% 191
2020
Q3
Sell
-12,656
Closed -$1.53M 157
2020
Q2
$1.53M Buy
+12,656
New +$1.53M 0.09% 92
2015
Q3
Sell
-2,960
Closed -$481K 133
2015
Q2
$481K Buy
+2,960
New +$481K 0.1% 112