AP
XVZ
Atwood & Palmer’s iPath S&P 500 Dynamic VIX ETN XVZ Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2014
Q1 | – | Sell |
-686,210
| Closed | -$23.1M | – | 119 |
|
2013
Q4 | $23.1M | Buy |
686,210
+404,115
| +143% | +$13.6M | 5.71% | 2 |
|
2013
Q3 | $10.9M | Buy |
282,095
+6,285
| +2% | +$244K | 3.02% | 12 |
|
2013
Q2 | $11.8M | Buy |
+275,810
| New | +$11.8M | 3.19% | 9 |
|