Envestnet Asset Management’s 2Leveraged Long ETRACS Linked to the Wells Fargo Business Dev BDCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
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|
2018
Q2 | $89K | Hold |
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|
2018
Q1 | $85K | Hold |
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|
2017
Q4 | $95K | Hold |
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|
2017
Q3 | $107K | Hold |
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|
2017
Q2 | $114K | Hold |
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|
2017
Q1 | $126K | Hold |
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|
2016
Q4 | $114K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $97K | Sell |
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|
2016
Q1 | $97K | Buy |
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|
2015
Q4 | $93K | Hold |
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|
2015
Q3 | $90K | Buy |
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