IFP Advisors’s Managed Duration Inv Grd Muni Fd MZF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-434
| Closed | -$6K | – | 4148 |
|
|
2018
Q2 | $6K | Hold |
434
| – | – | ﹤0.01% | 3173 |
|
|
2018
Q1 | $6K | Hold |
434
| – | – | ﹤0.01% | 3127 |
|
|
2017
Q4 | $6K | Hold |
434
| – | – | ﹤0.01% | 3124 |
|
|
2017
Q3 | $6K | Hold |
434
| – | – | ﹤0.01% | 3319 |
|
|
2017
Q2 | $6K | Hold |
434
| – | – | ﹤0.01% | 3327 |
|
|
2017
Q1 | $6K | Hold |
434
| – | – | ﹤0.01% | 3219 |
|
|
2016
Q4 | $6K | Hold |
434
| – | – | ﹤0.01% | 3227 |
|
|
2016
Q3 | $6K | Hold |
434
| – | – | ﹤0.01% | 3177 |
|
|
2016
Q2 | $6K | Buy |
+434
| New | +$6K | ﹤0.01% | 3098 |
|