Carroll Financial Associates’s ETRACS Monthly Pay 2xLeveraged Closed-End Fund ETN CEFL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
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|
2019
Q3 | $28K | Sell |
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|
2019
Q2 | $101K | Sell |
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|
2019
Q1 | $183K | Sell |
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|
2018
Q4 | $235K | Buy |
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|
2018
Q3 | $62K | Hold |
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|
2018
Q2 | $61K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $75K | Sell |
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|
2016
Q2 | $228K | Sell |
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|
2016
Q1 | $376K | Sell |
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|
2015
Q4 | $383K | Buy |
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|
2015
Q3 | $421K | Buy |
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|
2015
Q2 | $441K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $351K | Buy |
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|
2014
Q2 | $24K | Buy |
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