CLA (CliftonLarsonAllen) Wealth Advisors’s Pinnacle West Capital PNW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
Sell
-8,002
Closed -$579K 266
2021
Q3
$579K Buy
8,002
+2
+0% +$145 0.02% 207
2021
Q2
$656K Buy
+8,000
New +$656K 0.03% 198
2015
Q3
Sell
-8,000
Closed -$455K 149
2015
Q2
$455K Buy
+8,000
New +$455K 0.09% 113