Wealthquest’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
2015
Q3
Sell
-2,815
Closed -$434K 55
2015
Q2
$434K Hold
2,815
0.64% 17
2015
Q1
$464K Hold
2,815
0.67% 17
2014
Q4
$463K Buy
+2,815
New +$463K 0.47% 19