IFP Advisors’s Alliance Californa Muni Fd AKP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $18K | Hold |
1,185
| – | – | ﹤0.01% | 1402 |
|
|
2018
Q4 | $16K | Hold |
1,185
| – | – | ﹤0.01% | 2244 |
|
|
2018
Q3 | $16K | Hold |
1,185
| – | – | ﹤0.01% | 2573 |
|
|
2018
Q2 | $16K | Hold |
1,185
| – | – | ﹤0.01% | 2593 |
|
|
2018
Q1 | $16K | Hold |
1,185
| – | – | ﹤0.01% | 2543 |
|
|
2017
Q4 | $16K | Sell |
1,185
-8,800
| -88% | -$119K | ﹤0.01% | 2541 |
|
|
2017
Q3 | $138K | Hold |
9,985
| – | – | 0.01% | 1359 |
|
|
2017
Q2 | $137K | Hold |
9,985
| – | – | 0.01% | 1341 |
|
|
2017
Q1 | $133K | Hold |
9,985
| – | – | 0.01% | 1332 |
|
|
2016
Q4 | $132K | Buy |
9,985
+8,800
| +743% | +$116K | 0.01% | 1275 |
|
|
2016
Q3 | $18K | Hold |
1,185
| – | – | ﹤0.01% | 2473 |
|
|
2016
Q2 | $18K | Hold |
1,185
| – | – | ﹤0.01% | 2412 |
|
|
2016
Q1 | $18K | Hold |
1,185
| – | – | ﹤0.01% | 1402 |
|
|
2015
Q4 | $17K | Buy |
+1,185
| New | +$17K | ﹤0.01% | 2261 |
|