CCWA
XYZ

CLA (CliftonLarsonAllen) Wealth Advisors’s Block, Inc. XYZ Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-3,846
Closed -$922K – 305
2021
Q3 		$922K Buy
3,846
+16
+0.4% +$3.84K 0.04% 156
2021
Q2 		$934K Buy
+3,830
New +$934K 0.04% 157