Independent Wealth Network’s Madison Covered Call & Equity Strategy Fund MCN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $348K | Buy |
55,611
+3,021
| +6% | +$18.9K | 0.13% | 178 |
|
|
2025
Q1 | $322K | Buy |
52,590
+2,028
| +4% | +$12.4K | 0.13% | 175 |
|
|
2024
Q4 | $339K | Buy |
50,562
+5,863
| +13% | +$39.3K | 0.14% | 162 |
|
|
2024
Q3 | $318K | Buy |
44,699
+518
| +1% | +$3.69K | 0.14% | 162 |
|
|
2024
Q2 | $336K | Buy |
44,181
+1,271
| +3% | +$9.66K | 0.16% | 149 |
|
|
2024
Q1 | $314K | Buy |
42,910
+2,318
| +6% | +$16.9K | 0.15% | 165 |
|
|
2023
Q4 | $306K | Buy |
40,592
+1,061
| +3% | +$7.99K | 0.16% | 151 |
|
|
2023
Q3 | $279K | Sell |
39,531
-5,175
| -12% | -$36.6K | 0.17% | 148 |
|
|
2023
Q2 | $331K | Sell |
44,706
-701
| -2% | -$5.19K | 0.2% | 134 |
|
|
2023
Q1 | $361K | Buy |
+45,407
| New | +$361K | 0.23% | 110 |
|