LPL Financial’s Alliance Californa Muni Fd AKP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
|
|||||
|
2017
Q1 | $320K | Sell |
|
|||||
|
2016
Q4 | $343K | Buy |
|
|||||
|
2016
Q3 | $301K | Hold |
|
|||||
|
2016
Q2 | $305K | Sell |
|
|||||
|
2016
Q1 | $580K | Buy |
|
|||||
|
2015
Q4 | $514K | Buy |
|
|||||
|
2015
Q3 | $253K | Hold |
|
|||||
|
2015
Q2 | $245K | Buy |
|
|||||
|
2015
Q1 | $219K | Sell |
|
|||||
|
2014
Q4 | $235K | Sell |
|
|||||
|
2014
Q3 | $302K | Buy |
|
|||||
|
2014
Q2 | $250K | Sell |
|
|||||
|
2014
Q1 | $251K | Buy |
|
|||||
|
2013
Q4 | $181K | Buy |
|