CIBC Private Wealth Group’s Alliance Californa Muni Fd AKP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-17,067
| Closed | -$263K | – | 599 |
|
|
2016
Q3 | $263K | Sell |
17,067
-3,000
| -15% | -$46.2K | ﹤0.01% | 565 |
|
|
2016
Q2 | $310K | Hold |
20,067
| – | – | ﹤0.01% | 559 |
|
|
2016
Q1 | $298K | Sell |
20,067
-6,000
| -23% | -$89.1K | ﹤0.01% | 555 |
|
|
2015
Q4 | $367K | Sell |
26,067
-44,000
| -63% | -$619K | ﹤0.01% | 552 |
|
|
2015
Q3 | $959K | Buy |
+70,067
| New | +$959K | 0.01% | 451 |
|