IFP Advisors’s Direxion Zacks MLP High Income Index Shares ZMLP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Hold |
0
| – | – | – | 5142 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 4941 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 4760 |
|
|
2020
Q4 | – | Sell |
-37
| Closed | -$2K | – | 4517 |
|
|
2020
Q3 | $2K | Hold |
37
| – | – | ﹤0.01% | 2533 |
|
|
2020
Q2 | $2K | Sell |
37
-1
| -3% | -$54 | ﹤0.01% | 2436 |
|
|
2020
Q1 | $1K | Buy |
+38
| New | +$1K | ﹤0.01% | 2638 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 3896 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 3843 |
|
|
2019
Q1 | – | Sell |
-72
| Closed | -$7K | – | 3716 |
|
|
2018
Q4 | $7K | Hold |
72
| – | – | ﹤0.01% | 2677 |
|
|
2018
Q3 | $9K | Sell |
72
-2
| -3% | -$250 | ﹤0.01% | 2902 |
|
|
2018
Q2 | $9K | Sell |
74
-57
| -44% | -$6.93K | ﹤0.01% | 2953 |
|
|
2018
Q1 | $17K | Hold |
131
| – | – | ﹤0.01% | 2507 |
|
|
2017
Q4 | $17K | Buy |
131
+2
| +2% | +$260 | ﹤0.01% | 2505 |
|
|
2017
Q3 | $17K | Buy |
129
+1
| +0.8% | +$132 | ﹤0.01% | 2698 |
|
|
2017
Q2 | $18K | Buy |
128
+1
| +0.8% | +$141 | ﹤0.01% | 2632 |
|
|
2017
Q1 | $19K | Buy |
127
+73
| +135% | +$10.9K | ﹤0.01% | 2524 |
|
|
2016
Q4 | $8K | Buy |
54
+2
| +4% | +$296 | ﹤0.01% | 3047 |
|
|
2016
Q3 | $8K | Sell |
52
-24
| -32% | -$3.69K | ﹤0.01% | 2988 |
|
|
2016
Q2 | $12K | Buy |
+76
| New | +$12K | ﹤0.01% | 2664 |
|
|
2016
Q1 | – | Sell |
-38
| Closed | -$5K | – | 3747 |
|
|
2015
Q4 | $5K | Buy |
+38
| New | +$5K | ﹤0.01% | 2991 |
|