Avantax Advisory Services’s Madison Covered Call & Equity Strategy Fund MCN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $64.2K | Buy |
+10,266
| New | +$64.2K | ﹤0.01% | 2316 |
|
|
2023
Q1 | – | Sell |
-14,486
| Closed | -$112K | – | 1518 |
|
|
2022
Q4 | $112K | Sell |
14,486
-241
| -2% | -$1.87K | ﹤0.01% | 1359 |
|
|
2022
Q3 | $95K | Buy |
14,727
+289
| +2% | +$1.86K | ﹤0.01% | 1272 |
|
|
2022
Q2 | $98K | Buy |
14,438
+275
| +2% | +$1.87K | ﹤0.01% | 1252 |
|
|
2022
Q1 | $113K | Buy |
14,163
+229
| +2% | +$1.83K | ﹤0.01% | 1236 |
|
|
2021
Q4 | $112K | Buy |
13,934
+219
| +2% | +$1.76K | ﹤0.01% | 1210 |
|
|
2021
Q3 | $108K | Buy |
13,715
+2,041
| +17% | +$16.1K | ﹤0.01% | 1143 |
|
|
2021
Q2 | $94K | Buy |
+11,674
| New | +$94K | ﹤0.01% | 1117 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 1060 |
|
|
2020
Q4 | – | Sell |
-18,286
| Closed | -$108K | – | 1177 |
|
|
2020
Q3 | $108K | Buy |
+18,286
| New | +$108K | ﹤0.01% | 1297 |
|