Blue Bell Private Wealth Management’s iPath Series B S&P 500 VIX Short-Term Futures ETN VXX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
Sell
-13
Closed -$5K 845
2022
Q2
$5K Hold
13
﹤0.01% 525
2022
Q1
$5K Buy
+13
New +$4.79K ﹤0.01% 569

Other funds holding VXX

Blue Bell Private Wealth Management's VXX Position: Q3 2022 in Review

Blue Bell Private Wealth Management sold out of iPath Series B S&P 500 VIX Short-Term Futures ETN (VXX) in Q3 2022, closing a stake of 8 shares — an estimated $3K sold.

Blue Bell Private Wealth Management first reported a position in VXX in Q4 2021 and held it in 3 quarters. The position peaked at $3K in Q2 2022. 71 funds tracked by Wall St. Rank hold VXX as of Q3 2022.

  • Blue Bell Private Wealth Management reported no remaining iPath Series B S&P 500 VIX Short-Term Futures ETN position as of Q3 2022 after selling out during the quarter.
  • Blue Bell Private Wealth Management sold 8 iPath Series B S&P 500 VIX Short-Term Futures ETN shares in Q3 2022, an estimated $3K.
  • Blue Bell Private Wealth Management first reported a position in iPath Series B S&P 500 VIX Short-Term Futures ETN in Q4 2021 and held it in 3 quarters.
  • Blue Bell Private Wealth Management's iPath Series B S&P 500 VIX Short-Term Futures ETN position peaked at $3K in Q2 2022.
  • 71 funds tracked by Wall St. Rank held iPath Series B S&P 500 VIX Short-Term Futures ETN as of Q3 2022.

Based on Blue Bell Private Wealth Management's 13F filing for Q3 2022, filed 9 Nov 2022.