Elite Wealth Management’s AMERICAN MUNI INCM PTFL INC XAA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2014
Q4 | – | Sell |
-4,100
| Closed | -$60K | – | 728 |
|
2014
Q3 | $60K | Hold |
4,100
| – | – | 0.05% | 107 |
|
2014
Q2 | $60K | Hold |
4,100
| – | – | 0.06% | 104 |
|
2014
Q1 | $58K | Hold |
4,100
| – | – | 0.05% | 115 |
|
2013
Q4 | $53K | Hold |
4,100
| – | – | 0.04% | 153 |
|
2013
Q3 | $58K | Hold |
4,100
| – | – | 0.05% | 158 |
|
2013
Q2 | $60K | Buy |
+4,100
| New | +$60K | 0.09% | 113 |
|