Bell & Brown Wealth Advisors’s Direxion Zacks MLP High Income Index Shares ZMLP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-3,706
| Closed | -$211K | – | 71 |
|
|
2020
Q2 | $211K | Buy |
+3,706
| New | +$211K | 0.17% | 70 |
|
|
2020
Q1 | – | Sell |
-3,919
| Closed | -$390K | – | 84 |
|
|
2019
Q4 | $390K | Sell |
3,919
-294
| -7% | -$29.3K | 0.29% | 68 |
|
|
2019
Q3 | $420K | Sell |
4,213
-712
| -14% | -$71K | 0.35% | 66 |
|
|
2019
Q2 | $532K | Buy |
4,925
+112
| +2% | +$12.1K | 0.47% | 60 |
|
|
2019
Q1 | $524K | Sell |
4,813
-862
| -15% | -$93.8K | 0.48% | 61 |
|
|
2018
Q4 | $538K | Sell |
5,675
-1,175
| -17% | -$111K | 0.58% | 57 |
|
|
2018
Q3 | $784K | Buy |
+6,850
| New | +$784K | 0.73% | 55 |
|
|
2018
Q2 | – | Sell |
-6,913
| Closed | -$816K | – | 89 |
|
|
2018
Q1 | $816K | Buy |
+6,913
| New | +$816K | 0.86% | 51 |
|