Ironwood Wealth Management (Arizona)’s E-TRACS UBS Bloomberg CMCI ETN UCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-29,276
| Closed | -$438K | – | 54 |
|
|
2019
Q4 | $438K | Sell |
29,276
-301
| -1% | -$4.5K | 0.31% | 27 |
|
|
2019
Q3 | $415K | Buy |
29,577
+168
| +0.6% | +$2.36K | 0.31% | 27 |
|
|
2019
Q2 | $425K | Sell |
29,409
-49,397
| -63% | -$714K | 0.33% | 25 |
|
|
2019
Q1 | $1.17M | Buy |
78,806
+59,608
| +310% | +$888K | 1% | 17 |
|
|
2018
Q4 | $259K | Buy |
19,198
+16,453
| +599% | +$222K | 0.25% | 28 |
|
|
2018
Q3 | $42K | Sell |
2,745
-1,244
| -31% | -$19K | 0.04% | 36 |
|
|
2018
Q2 | $62K | Buy |
+3,989
| New | +$62K | 0.06% | 34 |
|
|
2017
Q3 | $21K | Buy |
+1,482
| New | +$21K | 0.02% | 51 |
|