D.A. Davidson & Co’s ClearBridge American Energy MLP CBA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
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|
2017
Q2 | $10K | Buy |
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|
2017
Q1 | $5K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $7K | Buy |
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|
2015
Q3 | $8K | Buy |
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|
2015
Q2 | $5K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $127K | Hold |
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|
2014
Q2 | $130K | Hold |
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|
2014
Q1 | $113K | Buy |
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|
2013
Q4 | $101K | Buy |
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|
2013
Q3 | $89K | Buy |
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