Sowell Financial Services’s Madison Covered Call & Equity Strategy Fund MCN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-20,474
| Closed | -$126K | – | 1079 |
|
|
2025
Q1 | $126K | Buy |
+20,474
| New | +$126K | 0.01% | 966 |
|
|
2023
Q2 | – | Sell |
-13,556
| Closed | -$108K | – | 717 |
|
|
2023
Q1 | $108K | Buy |
+13,556
| New | +$108K | 0.01% | 732 |
|
|
2021
Q2 | – | Sell |
-10,730
| Closed | -$86K | – | 1821 |
|
|
2021
Q1 | $86K | Buy |
10,730
+395
| +4% | +$3.17K | ﹤0.01% | 1430 |
|
|
2020
Q4 | $70K | Buy |
10,335
+1,000
| +11% | +$6.77K | ﹤0.01% | 1283 |
|
|
2020
Q3 | $56K | Buy |
9,335
+467
| +5% | +$2.8K | ﹤0.01% | 1169 |
|
|
2020
Q2 | $50K | Buy |
8,868
+3,046
| +52% | +$17.2K | ﹤0.01% | 1160 |
|
|
2020
Q1 | $29K | Buy |
+5,822
| New | +$29K | ﹤0.01% | 1260 |
|