DA
MTS

Doliver Advisors’s MONTGOMERY STR INCOME SECS MTS Stock Holding History

Doliver Advisors’s Portfolio MTS Stock Details MTS Fund Activity
Upgrade to unlock
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
2014
Q3 		$310K Buy
2014
Q2 		$245K Sell
2014
Q1 		$326K Buy
2013
Q4 		$160K Sell
2013
Q3 		$886K Buy
2013
Q2 		$687K Buy