Creative Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
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|
2018
Q3 | $168K | Sell |
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|
2018
Q2 | $181K | Buy |
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|
2018
Q1 | $171K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $122K | Sell |
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|
2017
Q1 | $243K | Buy |
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|
2016
Q4 | $216K | Buy |
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|
2016
Q3 | $57K | Sell |
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|
2016
Q2 | $81K | Buy |
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|
2016
Q1 | $72K | Buy |
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|
2015
Q4 | $51K | Sell |
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|
2015
Q3 | $64K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $71K | Sell |
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|
2014
Q4 | $121K | Buy |
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|
2014
Q3 | $106K | Buy |
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|
2014
Q2 | $30K | Buy |
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|
2014
Q1 | $19K | Buy |
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