Fidelity Investments’s ETRACS Monthly Pay 1.5x Leveraged Mortgage REIT ETN MVRL Stock Holding History

Fidelity Investments’s Portfolio MVRL Stock Details MVRL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-1	Closed	-$21	–	5442
2022 Q4	$21	Buy	+1	New	+$21	﹤0.01%	5118
2021 Q4	–	Sell	-1	Closed	–	–	4725
2021 Q3	$0	Buy	+1	New	+$46	﹤0.01%	4780

Other funds holding MVRL

BAM

Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return

Fidelity Investments's MVRL Position: Q1 2023 in Review

Fidelity Investments sold out of ETRACS Monthly Pay 1.5x Leveraged Mortgage REIT ETN (MVRL) in Q1 2023, closing a stake of 1 share — an estimated $21 sold.

Fidelity Investments first reported a position in MVRL in Q3 2021 and held it in 2 quarters. The position peaked at $21 in Q4 2022. 1 fund tracked by Wall St. Rank holds MVRL as of Q1 2023.

Fidelity Investments reported no remaining ETRACS Monthly Pay 1.5x Leveraged Mortgage REIT ETN position as of Q1 2023 after selling out during the quarter.
Fidelity Investments sold 1 ETRACS Monthly Pay 1.5x Leveraged Mortgage REIT ETN share in Q1 2023, an estimated $21.
Fidelity Investments first reported a position in ETRACS Monthly Pay 1.5x Leveraged Mortgage REIT ETN in Q3 2021 and held it in 2 quarters.
Fidelity Investments's ETRACS Monthly Pay 1.5x Leveraged Mortgage REIT ETN position peaked at $21 in Q4 2022.
1 fund tracked by Wall St. Rank held ETRACS Monthly Pay 1.5x Leveraged Mortgage REIT ETN as of Q1 2023.

Based on Fidelity Investments's 13F filing for Q1 2023, filed 11 May 2023.