CCWA
NPY

CLA (CliftonLarsonAllen) Wealth Advisors’s NUVEEN (PA)PREM INCM MUNI FD-2 NPY Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’s Portfolio NPY Stock Details NPY Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-43,555
Closed -$518K – 81
2013
Q4 		$518K Buy
43,555
+11,000
+34% +$131K 0.13% 66
2013
Q3 		$399K Buy
+32,555
New +$399K 0.11% 70