J.P. Morgan Private Wealth Advisors’s UBS E-TRACS Alerian MLP Infrastructure ETN MLPI Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q2 | – | Sell |
-13,763
| Closed | -$313K | – | 1488 |
|
2019
Q1 | $313K | Buy |
+13,763
| New | +$313K | ﹤0.01% | 1189 |
|
2016
Q1 | – | Sell |
-8,790
| Closed | -$230K | – | 1318 |
|
2015
Q4 | $230K | Buy |
+8,790
| New | +$230K | ﹤0.01% | 976 |
|
2014
Q4 | – | Sell |
-23,766
| Closed | -$1.09M | – | 1150 |
|
2014
Q3 | $1.09M | Buy |
+23,766
| New | +$1.09M | 0.01% | 495 |
|