Belpointe Asset Management’s ETRACS Monthly Pay 1.5x Leveraged Mortgage REIT ETN MVRL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
-200
Closed -$3.7K 2311
2023
Q1
$3.7K Hold
200
﹤0.01% 3121
2022
Q4
$4.19K Buy
+200
New +$4.24K ﹤0.01% 2996

Belpointe Asset Management's MVRL Position: Q2 2023 in Review

Belpointe Asset Management sold out of ETRACS Monthly Pay 1.5x Leveraged Mortgage REIT ETN (MVRL) in Q2 2023, closing a stake of 200 shares — an estimated $3.7K sold.

Belpointe Asset Management first reported a position in MVRL in Q4 2022 and held it in 2 quarters. The position peaked at $4.19K in Q4 2022. 0 funds tracked by Wall St. Rank hold MVRL as of Q2 2023.

  • Belpointe Asset Management reported no remaining ETRACS Monthly Pay 1.5x Leveraged Mortgage REIT ETN position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 200 ETRACS Monthly Pay 1.5x Leveraged Mortgage REIT ETN shares in Q2 2023, an estimated $3.7K.
  • Belpointe Asset Management first reported a position in ETRACS Monthly Pay 1.5x Leveraged Mortgage REIT ETN in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's ETRACS Monthly Pay 1.5x Leveraged Mortgage REIT ETN position peaked at $4.19K in Q4 2022.
  • 0 funds tracked by Wall St. Rank held ETRACS Monthly Pay 1.5x Leveraged Mortgage REIT ETN as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.