SBA
AKP
Seven Bridges Advisors’s Alliance Californa Muni Fd AKP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-9,142
| Closed | -$2.32M | – | 114 |
|
|
2017
Q4 | $2.32M | Buy |
+9,142
| New | +$2.32M | 1.88% | 9 |
|
|
2016
Q4 | – | Sell |
-3,639
| Closed | -$781K | – | 156 |
|
|
2016
Q3 | $781K | Buy |
3,639
+2,851
| +362% | +$612K | 0.69% | 42 |
|
|
2016
Q2 | $154K | Buy |
+788
| New | +$154K | 0.13% | 112 |
|