Howe & Rusling’s MONTGOMERY STR INCOME SECS MTS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2014
Q1
Sell
-1,300
Closed -$20K 975
2013
Q4
$20K Hold
1,300
0.01% 394
2013
Q3
$21K Hold
1,300
0.01% 467
2013
Q2
$21K Buy
+1,300
New +$21K 0.01% 483