Sit Investment Associates’s MINNESOTA MUNI INCM PTFL INC MXA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-83,329
| Closed | -$1.29M | – | 468 |
|
|
2014
Q3 | $1.29M | Hold |
83,329
| – | – | 0.02% | 313 |
|
|
2014
Q2 | $1.37M | Sell |
83,329
-13,510
| -14% | -$223K | 0.02% | 315 |
|
|
2014
Q1 | $1.63M | Sell |
96,839
-27,358
| -22% | -$461K | 0.03% | 310 |
|
|
2013
Q4 | $1.84M | Hold |
124,197
| – | – | 0.03% | 298 |
|
|
2013
Q3 | $1.87M | Buy |
124,197
+13,000
| +12% | +$195K | 0.04% | 284 |
|
|
2013
Q2 | $1.77M | Buy |
+111,197
| New | +$1.77M | 0.04% | 287 |
|