Carroll Financial Associates’s UBS AG 2XMTHLY LEV LG EXCH TRD ACCESS SEC E-TRACS ALERIAN MLPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
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|
2015
Q4 | $541K | Buy |
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|
2015
Q3 | $531K | Buy |
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|
2015
Q2 | $653K | Buy |
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|
2015
Q1 | $20K | Hold |
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|
2014
Q4 | $22K | Sell |
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|
2014
Q3 | $545K | Buy |
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|
2014
Q2 | $313K | Buy |
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|
2014
Q1 | $242K | Buy |
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|
2013
Q4 | $180K | Sell |
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|
2013
Q3 | $279K | Buy |
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|
2013
Q2 | $0 | Buy |
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