Arkadios Wealth Advisors’s Direxion Zacks MLP High Income Index Shares ZMLP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q4
Sell
-1,636
Closed -$87.6K 1521
2020
Q3
$87.6K Hold
1,636
0.04% 313
2020
Q2
$83.4K Buy
+1,636
New +$88.3K 0.05% 283

Arkadios Wealth Advisors's ZMLP Position: Q4 2020 in Review

Arkadios Wealth Advisors sold out of Direxion Zacks MLP High Income Index Shares (ZMLP) in Q4 2020, closing a stake of 1,636 shares — an estimated $87.6K sold.

Arkadios Wealth Advisors first reported a position in ZMLP in Q2 2020 and held it in 2 quarters. The position peaked at $87.6K in Q3 2020. 0 funds tracked by Wall St. Rank hold ZMLP as of Q4 2020.

  • Arkadios Wealth Advisors reported no remaining Direxion Zacks MLP High Income Index Shares position as of Q4 2020 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 1,636 Direxion Zacks MLP High Income Index Shares shares in Q4 2020, an estimated $87.6K.
  • Arkadios Wealth Advisors first reported a position in Direxion Zacks MLP High Income Index Shares in Q2 2020 and held it in 2 quarters.
  • Arkadios Wealth Advisors's Direxion Zacks MLP High Income Index Shares position peaked at $87.6K in Q3 2020.
  • 0 funds tracked by Wall St. Rank held Direxion Zacks MLP High Income Index Shares as of Q4 2020.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2020, filed 9 Feb 2021.