Sit Investment Associates’s Madison Strategic Sector MSP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-397,545
| Closed | -$4.78M | – | 672 |
|
|
2017
Q3 | $4.78M | Buy |
397,545
+132,803
| +50% | +$1.6M | 0.12% | 188 |
|
|
2017
Q2 | $3.19M | Buy |
264,742
+35,311
| +15% | +$425K | 0.08% | 221 |
|
|
2017
Q1 | $2.8M | Buy |
229,431
+96,143
| +72% | +$1.17M | 0.07% | 233 |
|
|
2016
Q4 | $1.59M | Buy |
133,288
+124,985
| +1,505% | +$1.49M | 0.04% | 286 |
|
|
2016
Q3 | $98K | Buy |
+8,303
| New | +$98K | ﹤0.01% | 413 |
|