BDO Wealth Advisors’s iPath Series B S&P 500 VIX Mid-Term Futures ETN VXZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q1
Sell
-1,675
Closed -$119K 835
2019
Q4
$119K Sell
1,675
-1,395
-45% -$105K 0.03% 232
2019
Q3
$243K Sell
3,070
-25
-0.8% -$1.87K 0.06% 175
2019
Q2
$223K Sell
3,095
-63
-2% -$4.56K 0.06% 183
2019
Q1
$228K Buy
+3,158
New +$242K 0.07% 160

Other funds holding VXZ

BDO Wealth Advisors's VXZ Position: Q1 2020 in Review

BDO Wealth Advisors sold out of iPath Series B S&P 500 VIX Mid-Term Futures ETN (VXZ) in Q1 2020, closing a stake of 1,675 shares — an estimated $119K sold.

BDO Wealth Advisors first reported a position in VXZ in Q1 2019 and held it in 4 quarters. The position peaked at $243K in Q3 2019. 5 funds tracked by Wall St. Rank hold VXZ as of Q1 2020.

  • BDO Wealth Advisors reported no remaining iPath Series B S&P 500 VIX Mid-Term Futures ETN position as of Q1 2020 after selling out during the quarter.
  • BDO Wealth Advisors sold 1,675 iPath Series B S&P 500 VIX Mid-Term Futures ETN shares in Q1 2020, an estimated $119K.
  • BDO Wealth Advisors first reported a position in iPath Series B S&P 500 VIX Mid-Term Futures ETN in Q1 2019 and held it in 4 quarters.
  • BDO Wealth Advisors's iPath Series B S&P 500 VIX Mid-Term Futures ETN position peaked at $243K in Q3 2019.
  • 5 funds tracked by Wall St. Rank held iPath Series B S&P 500 VIX Mid-Term Futures ETN as of Q1 2020.

Based on BDO Wealth Advisors's 13F filing for Q1 2020, filed 15 May 2020.