CCWA
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CLA (CliftonLarsonAllen) Wealth Advisors’s State Street STT Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2016
Q4
Sell
-12,493
Closed -$870K 134
2016
Q3
$870K Sell
12,493
-33,116
-73% -$2.31M 0.11% 93
2016
Q2
$2.46M Buy
+45,609
New +$2.46M 0.36% 42