MSP
Commonwealth Equity Services’s Madison Strategic Sector MSP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-11,937
| Closed | -$141K | – | 2902 |
|
|
2018
Q3 | $141K | Buy |
11,937
+188
| +2% | +$2.22K | ﹤0.01% | 2591 |
|
|
2018
Q2 | $138K | Buy |
11,749
+191
| +2% | +$2.24K | ﹤0.01% | 2558 |
|
|
2018
Q1 | $129K | Buy |
11,558
+378
| +3% | +$4.22K | ﹤0.01% | 2503 |
|
|
2017
Q4 | $131K | Buy |
+11,180
| New | +$131K | ﹤0.01% | 2477 |
|
|
2014
Q1 | – | Sell |
-13,142
| Closed | -$157K | – | 2066 |
|
|
2013
Q4 | $157K | Sell |
13,142
-4,266
| -25% | -$51K | ﹤0.01% | 1758 |
|
|
2013
Q3 | $202K | Sell |
17,408
-3,636
| -17% | -$42.2K | ﹤0.01% | 1625 |
|
|
2013
Q2 | $244K | Buy |
+21,044
| New | +$244K | ﹤0.01% | 1449 |
|