Northwestern Mutual Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
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|
2019
Q1 | $28K | Sell |
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|
2018
Q4 | $115K | Sell |
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|
2018
Q3 | $138K | Hold |
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|
2018
Q2 | $133K | Hold |
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|
2018
Q1 | $129K | Hold |
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|
2017
Q4 | $138K | Hold |
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|
2017
Q3 | $140K | Buy |
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|
2017
Q2 | $117K | Sell |
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|
2017
Q1 | $118K | Sell |
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|
2016
Q4 | $129K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $96K | Buy |
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|
2016
Q1 | $60K | Hold |
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|
2015
Q4 | $57K | Hold |
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|
2015
Q3 | $56K | Hold |
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|
2015
Q2 | $55K | Hold |
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|
2015
Q1 | $57K | Hold |
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|
2014
Q4 | $55K | Hold |
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|
2014
Q3 | $55K | Hold |
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|
2014
Q2 | $54K | Sell |
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|
2014
Q1 | $104K | Hold |
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|
2013
Q4 | $99K | Hold |
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|
2013
Q3 | $100K | Buy |
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|
2013
Q2 | $54K | Buy |
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