CLA (CliftonLarsonAllen) Wealth Advisors’s Illinois Tool Works ITW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-4,651
| Closed | -$961K | – | 226 |
|
|
2021
Q3 | $961K | Sell |
4,651
-54
| -1% | -$11.2K | 0.04% | 150 |
|
|
2021
Q2 | $1.05M | Buy |
+4,705
| New | +$1.05M | 0.04% | 145 |
|
|
2017
Q4 | – | Sell |
-11,675
| Closed | -$1.73M | – | 131 |
|
|
2017
Q3 | $1.73M | Buy |
11,675
+118
| +1% | +$17.5K | 0.18% | 66 |
|
|
2017
Q2 | $1.66M | Buy |
11,557
+164
| +1% | +$23.5K | 0.18% | 68 |
|
|
2017
Q1 | $1.51M | Buy |
11,393
+218
| +2% | +$28.9K | 0.17% | 72 |
|
|
2016
Q4 | $1.37M | Buy |
+11,175
| New | +$1.37M | 0.16% | 74 |
|