Carson Wealth (CWM LLC)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-76
| Closed | -$11K | – | 1349 |
|
|
2017
Q1 | $11K | Sell |
76
-338
| -82% | -$48.9K | ﹤0.01% | 733 |
|
|
2016
Q4 | $62K | Sell |
414
-87
| -17% | -$13K | ﹤0.01% | 416 |
|
|
2016
Q3 | $76K | Sell |
501
-54
| -10% | -$8.19K | 0.01% | 367 |
|
|
2016
Q2 | $84K | Hold |
555
| – | – | 0.01% | 322 |
|
|
2016
Q1 | $69K | Buy |
555
+287
| +107% | +$35.7K | 0.01% | 311 |
|
|
2015
Q4 | $37K | Buy |
+268
| New | +$37K | ﹤0.01% | 347 |
|