IFP Advisors’s Global X Permanent ETF PERM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q4
Sell
-400
Closed -$10K 4436
2017
Q3
$10K Hold
400
﹤0.01% 3069
2017
Q2
$10K Hold
400
﹤0.01% 3065
2017
Q1
$10K Hold
400
﹤0.01% 2965
2016
Q4
$10K Hold
400
﹤0.01% 2947
2016
Q3
$10K Buy
+400
New +$10.3K ﹤0.01% 2875

IFP Advisors's PERM Position: Q4 2017 in Review

IFP Advisors sold out of Global X Permanent ETF (PERM) in Q4 2017, closing a stake of 400 shares — an estimated $10K sold.

IFP Advisors first reported a position in PERM in Q3 2016 and held it in 5 quarters. The position peaked at $10K in Q3 2017. 0 funds tracked by Wall St. Rank hold PERM as of Q4 2017.

  • IFP Advisors reported no remaining Global X Permanent ETF position as of Q4 2017 after selling out during the quarter.
  • IFP Advisors sold 400 Global X Permanent ETF shares in Q4 2017, an estimated $10K.
  • IFP Advisors first reported a position in Global X Permanent ETF in Q3 2016 and held it in 5 quarters.
  • IFP Advisors's Global X Permanent ETF position peaked at $10K in Q3 2017.
  • 0 funds tracked by Wall St. Rank held Global X Permanent ETF as of Q4 2017.

Based on IFP Advisors's 13F filing for Q4 2017, filed 24 Jan 2018.