AJ Wealth Strategies’s 2Leveraged Long ETRACS Linked to the Wells Fargo Business Dev BDCL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q2
Sell
-22,500
Closed -$55K 223
2020
Q1
$55K Buy
+22,500
New +$263K 0.01% 174

AJ Wealth Strategies's BDCL Position: Q2 2020 in Review

AJ Wealth Strategies sold out of 2Leveraged Long ETRACS Linked to the Wells Fargo Business Dev (BDCL) in Q2 2020, closing a stake of 22,500 shares — an estimated $55K sold.

AJ Wealth Strategies first reported a position in BDCL in Q1 2020 and held it in 1 quarter. The position peaked at $55K in Q1 2020. 0 funds tracked by Wall St. Rank hold BDCL as of Q2 2020.

  • AJ Wealth Strategies reported no remaining 2Leveraged Long ETRACS Linked to the Wells Fargo Business Dev position as of Q2 2020 after selling out during the quarter.
  • AJ Wealth Strategies sold 22,500 2Leveraged Long ETRACS Linked to the Wells Fargo Business Dev shares in Q2 2020, an estimated $55K.
  • AJ Wealth Strategies first reported a position in 2Leveraged Long ETRACS Linked to the Wells Fargo Business Dev in Q1 2020 and held it in 1 quarter.
  • AJ Wealth Strategies's 2Leveraged Long ETRACS Linked to the Wells Fargo Business Dev position peaked at $55K in Q1 2020.
  • 0 funds tracked by Wall St. Rank held 2Leveraged Long ETRACS Linked to the Wells Fargo Business Dev as of Q2 2020.

Based on AJ Wealth Strategies's 13F filing for Q2 2020, filed 14 Aug 2020.