Advocacy Wealth Management Services’s UBS E-TRACS Alerian MLP Infrastructure ETN MLPI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q4 | – | Sell |
-1,307
| Closed | -$37K | – | 268 |
|
2017
Q3 | $37K | Buy |
1,307
+959
| +276% | +$27.1K | 0.01% | 83 |
|
2017
Q2 | $9K | Sell |
348
-611
| -64% | -$15.8K | ﹤0.01% | 200 |
|
2017
Q1 | $28K | Sell |
959
-70
| -7% | -$2.04K | 0.01% | 121 |
|
2016
Q4 | $29K | Hold |
1,029
| – | – | 0.01% | 112 |
|
2016
Q3 | $29K | Hold |
1,029
| – | – | 0.01% | 157 |
|
2016
Q2 | $29K | Sell |
1,029
-29
| -3% | -$817 | 0.01% | 192 |
|
2016
Q1 | $25K | Buy |
+1,058
| New | +$25K | 0.02% | 266 |
|