Creative Planning’s ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN Series B due October 16, 2042 MRRL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-510,500
| Closed | -$7.31M | – | 1998 |
|
|
2019
Q4 | $7.31M | Sell |
510,500
-36,500
| -7% | -$522K | 0.02% | 241 |
|
|
2019
Q3 | $7.18M | Buy |
547,000
+537,000
| +5,370% | +$7.05M | 0.02% | 236 |
|
|
2019
Q2 | $133K | Buy |
+10,000
| New | +$133K | ﹤0.01% | 1700 |
|
|
2017
Q3 | – | Sell |
-1,000
| Closed | -$19K | – | 4538 |
|
|
2017
Q2 | $19K | Buy |
+1,000
| New | +$19K | ﹤0.01% | 3200 |
|