Creative Planning’s Credit Suisse X- Links Cushing MLP Infrastructure ETN's due April 20, 2020 MLPN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-6,282
| Closed | -$136K | – | 4859 |
|
|
2016
Q3 | $136K | Buy |
6,282
+947
| +18% | +$20.5K | ﹤0.01% | 1629 |
|
|
2016
Q2 | $114K | Buy |
5,335
+1,585
| +42% | +$33.9K | ﹤0.01% | 1586 |
|
|
2016
Q1 | $62K | Hold |
3,750
| – | – | ﹤0.01% | 1938 |
|
|
2015
Q4 | $70K | Buy |
+3,750
| New | +$70K | ﹤0.01% | 1837 |
|
|
2015
Q1 | – | Sell |
-712
| Closed | -$23K | – | 4502 |
|
|
2014
Q4 | $23K | Sell |
712
-1,120
| -61% | -$36.2K | ﹤0.01% | 2544 |
|
|
2014
Q3 | $66K | Hold |
1,832
| – | – | ﹤0.01% | 1730 |
|
|
2014
Q2 | $65K | Hold |
1,832
| – | – | ﹤0.01% | 1691 |
|
|
2014
Q1 | $58K | Hold |
1,832
| – | – | ﹤0.01% | 1708 |
|
|
2013
Q4 | $58K | Hold |
1,832
| – | – | ﹤0.01% | 1507 |
|
|
2013
Q3 | $54K | Hold |
1,832
| – | – | ﹤0.01% | 1469 |
|
|
2013
Q2 | $55K | Buy |
+1,832
| New | +$55K | ﹤0.01% | 1337 |
|