Heritage Wealth Advisors’s UBS E-TRACS Alerian MLP Infrastructure ETN MLPI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
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|
2018
Q3 | $46K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $264K | Sell |
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|
2017
Q4 | $1.25M | Buy |
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|
2017
Q3 | $694K | Sell |
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|
2017
Q2 | $3.07M | Sell |
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|
2017
Q1 | $3.43M | Sell |
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|
2016
Q4 | $3.37M | Sell |
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2016
Q3 | $3.48M | Sell |
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|
2016
Q2 | $3.67M | Sell |
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|
2016
Q1 | $3.24M | Sell |
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|
2015
Q4 | $3.53M | Buy |
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