CLA (CliftonLarsonAllen) Wealth Advisors’s Pentair PNR Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q4
Sell
-17,680
Closed -$807K 139
2017
Q3
$807K Buy
17,680
+418
+2% +$19.1K 0.09% 107
2017
Q2
$771K Buy
17,262
+727
+4% +$32.5K 0.09% 103
2017
Q1
$697K Buy
+16,535
New +$697K 0.08% 110