IFP Advisors’s UBS AG Exchange Traded Access Securities (E-TRACS)Linked to the Wells Fargo Business Development Com BDCS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $2K | Hold |
83
| – | – | ﹤0.01% | 2164 |
|
|
2018
Q4 | $1K | Sell |
83
-1,522
| -95% | -$18.3K | ﹤0.01% | 3430 |
|
|
2018
Q3 | $33K | Buy |
1,605
+31
| +2% | +$637 | ﹤0.01% | 2140 |
|
|
2018
Q2 | $32K | Buy |
1,574
+62
| +4% | +$1.26K | ﹤0.01% | 2166 |
|
|
2018
Q1 | $31K | Hold |
1,512
| – | – | ﹤0.01% | 2118 |
|
|
2017
Q4 | $31K | Buy |
1,512
+30
| +2% | +$615 | ﹤0.01% | 2113 |
|
|
2017
Q3 | $33K | Sell |
1,482
-108
| -7% | -$2.41K | ﹤0.01% | 2263 |
|
|
2017
Q2 | $36K | Buy |
1,590
+28
| +2% | +$634 | ﹤0.01% | 2182 |
|
|
2017
Q1 | $37K | Buy |
1,562
+28
| +2% | +$663 | ﹤0.01% | 2102 |
|
|
2016
Q4 | $35K | Sell |
1,534
-732
| -32% | -$16.7K | ﹤0.01% | 2084 |
|
|
2016
Q3 | $50K | Buy |
2,266
+45
| +2% | +$993 | ﹤0.01% | 1814 |
|
|
2016
Q2 | $46K | Buy |
2,221
+2,138
| +2,576% | +$44.3K | ﹤0.01% | 1815 |
|
|
2016
Q1 | $2K | Sell |
83
-1,329
| -94% | -$32K | ﹤0.01% | 2164 |
|
|
2015
Q4 | $29K | Buy |
+1,412
| New | +$29K | ﹤0.01% | 1945 |
|