Elevated Capital Advisors’s RiverFront Dynamic Unconstrained Income RFUN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $235K | Buy |
+9,111
| New | +$235K | 0.08% | 166 |
|
|
2021
Q1 | $242K | Buy |
9,388
+465
| +5% | +$12K | 0.09% | 153 |
|
|
2020
Q4 | $230K | Sell |
8,923
-446
| -5% | -$11.5K | 0.1% | 161 |
|
|
2020
Q3 | $239K | Sell |
9,369
-220
| -2% | -$5.61K | 0.11% | 152 |
|
|
2020
Q2 | $244K | Buy |
+9,589
| New | +$244K | 0.11% | 141 |
|
|
2019
Q1 | $245K | Buy |
+10,136
| New | +$245K | 0.16% | 126 |
|