Doliver Advisors’s Alliance Californa Muni Fd AKP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
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|
2018
Q2 | $181K | Sell |
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|
2018
Q1 | $281K | Sell |
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|
2017
Q4 | $462K | Sell |
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|
2017
Q3 | $542K | Buy |
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|
2017
Q2 | $509K | Sell |
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|
2017
Q1 | $494K | Sell |
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|
2016
Q4 | $513K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $257K | Sell |
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|
2014
Q1 | $373K | Buy |
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|
2013
Q4 | $288K | Sell |
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|
2013
Q3 | $433K | Sell |
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|
2013
Q2 | $833K | Buy |
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