DWM
VIIX
Doyle Wealth Management’s VelocityShares VIX Short Term ETN VIIX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-20,000
| Closed | -$236K | – | 183 |
|
|
2017
Q4 | $236K | Sell |
20,000
-15,500
| -44% | -$183K | 0.04% | 149 |
|
|
2017
Q3 | $587K | Sell |
35,500
-5,000
| -12% | -$82.7K | 0.1% | 83 |
|
|
2017
Q2 | $873K | Buy |
40,500
+2,500
| +7% | +$53.9K | 0.16% | 64 |
|
|
2017
Q1 | $1.01M | Buy |
+38,000
| New | +$1.01M | 0.21% | 62 |
|