IFP Advisors’s ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN MORL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Hold |
0
| – | – | – | 5771 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 5578 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 5394 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 5140 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 4927 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 4674 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 4519 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 4092 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 3981 |
|
|
2019
Q1 | – | Sell |
-954
| Closed | -$12K | – | 3967 |
|
|
2018
Q4 | $12K | Sell |
954
-200
| -17% | -$2.52K | ﹤0.01% | 2401 |
|
|
2018
Q3 | $18K | Buy |
1,154
+45
| +4% | +$702 | ﹤0.01% | 2505 |
|
|
2018
Q2 | $18K | Buy |
1,109
+84
| +8% | +$1.36K | ﹤0.01% | 2522 |
|
|
2018
Q1 | $18K | Hold |
1,025
| – | – | ﹤0.01% | 2477 |
|
|
2017
Q4 | $18K | Sell |
1,025
-238
| -19% | -$4.18K | ﹤0.01% | 2475 |
|
|
2017
Q3 | $24K | Buy |
1,263
+34
| +3% | +$646 | ﹤0.01% | 2472 |
|
|
2017
Q2 | $23K | Buy |
1,229
+31
| +3% | +$580 | ﹤0.01% | 2489 |
|
|
2017
Q1 | $21K | Buy |
1,198
+33
| +3% | +$578 | ﹤0.01% | 2472 |
|
|
2016
Q4 | $18K | Buy |
1,165
+32
| +3% | +$494 | ﹤0.01% | 2537 |
|
|
2016
Q3 | $18K | Buy |
1,133
+31
| +3% | +$492 | ﹤0.01% | 2475 |
|
|
2016
Q2 | $17K | Buy |
+1,102
| New | +$17K | ﹤0.01% | 2461 |
|
|
2016
Q1 | – | Sell |
-2,057
| Closed | -$27K | – | 4451 |
|
|
2015
Q4 | $27K | Buy |
+2,057
| New | +$27K | ﹤0.01% | 1987 |
|