Creative Planning’s 2Leveraged Long ETRACS Linked to the Wells Fargo Business Dev BDCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
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|
2017
Q2 | $0 | Sell |
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|
2017
Q1 | $147K | Buy |
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|
2016
Q4 | $44K | Buy |
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|
2016
Q3 | $8K | Sell |
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|
2016
Q2 | $15K | Sell |
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|
2016
Q1 | $36K | Sell |
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|
2015
Q4 | $65K | Buy |
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|
2015
Q3 | $17K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $18K | Hold |
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|
2014
Q4 | $17K | Buy |
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|
2014
Q3 | $5K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $6K | Buy |
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