LPL Financial’s AMERICAN MUNI INCM PTFL INC XAA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q2 | – | Sell |
-14,197
| Closed | -$201K | – | 2808 |
|
|
2014
Q1 | $201K | Sell |
14,197
-44,043
| -76% | -$624K | ﹤0.01% | 2444 |
|
|
2013
Q4 | $756K | Sell |
58,240
-60,733
| -51% | -$788K | ﹤0.01% | 1441 |
|
|
2013
Q3 | $1.58M | Buy |
118,973
+15,830
| +15% | +$210K | 0.01% | 916 |
|
|
2013
Q2 | $1.5M | Buy |
+103,143
| New | +$1.5M | 0.01% | 877 |
|