Creative Planning’s Morgan Stanley Cushing MLP High Income Index ETN MLPY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-12,000
| Closed | -$32K | – | 2223 |
|
|
2020
Q3 | $32K | Buy |
+12,000
| New | +$32K | ﹤0.01% | 1889 |
|
|
2017
Q3 | – | Sell |
-1,000
| Closed | -$7K | – | 3998 |
|
|
2017
Q2 | $7K | Hold |
1,000
| – | – | ﹤0.01% | 3806 |
|
|
2017
Q1 | $8K | Hold |
1,000
| – | – | ﹤0.01% | 3706 |
|
|
2016
Q4 | $8K | Hold |
1,000
| – | – | ﹤0.01% | 3652 |
|
|
2016
Q3 | $8K | Hold |
1,000
| – | – | ﹤0.01% | 3604 |
|
|
2016
Q2 | $8K | Hold |
1,000
| – | – | ﹤0.01% | 3363 |
|
|
2016
Q1 | $6K | Hold |
1,000
| – | – | ﹤0.01% | 3476 |
|
|
2015
Q4 | $7K | Buy |
1,000
+600
| +150% | +$4.2K | ﹤0.01% | 3483 |
|
|
2015
Q3 | $3K | Buy |
+400
| New | +$3K | ﹤0.01% | 3797 |
|
|
2015
Q2 | – | Sell |
-400
| Closed | -$5K | – | 3233 |
|
|
2015
Q1 | $5K | Hold |
400
| – | – | ﹤0.01% | 3496 |
|
|
2014
Q4 | $5K | Hold |
400
| – | – | ﹤0.01% | 3454 |
|
|
2014
Q3 | $8K | Buy |
+400
| New | +$8K | ﹤0.01% | 3042 |
|