Financial Advocates Investment Management Madison Covered Call & Equity Strategy Fund Transaction History

Financial Advocates Investment Management

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 08, 2024	BUY	$6.75 - $7.53 $81,425 - $90,834	12,063 New	12,063 $90,000
Q2 2020 Aug 14, 2020	SELL	$4.8 - $6.1 $53,520 - $68,015	-11,150 Closed	0 $0
Q4 2019 Feb 13, 2020	SELL	$6.15 - $6.71 $51,352 - $56,028	-8,350 Reduced 42.82%	11,150 $74,000
Q2 2019 Aug 08, 2019	BUY	$6.34 - $6.84 $7,931 - $8,556	1,251 Added 6.86%	19,500 $129,000
Q4 2018 Feb 14, 2019	SELL	$5.81 - $7.74 $14,524 - $19,350	-2,500 Reduced 12.05%	18,249 $112,000
Q3 2018 Nov 14, 2018	SELL	$7.53 - $7.88 $48,945 - $51,220	-6,500 Reduced 23.85%	20,749 $0
Q1 2018 May 11, 2018	BUY	$7.13 - $7.88 $194,285 - $214,722	27,249 New	27,249 $198,000

3.67M

Ticker MCN
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
Madison Covered Call & Equity Strategy Fund is a closed-ended equity mutual fund launched by Madison Investment Holdings, Inc. It is managed by Madison Asset Management, LLC. The fund invests in the public equity markets of the United States. It seeks to invest in stocks of companies operating across diversified sectors. The fund primarily i...

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