LGWM
MLPI
Litman Gregory Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-4,150
| Closed | -$95K | – | 113 |
|
|
2018
Q2 | $95K | Hold |
4,150
| – | – | 0.04% | 42 |
|
|
2018
Q1 | $88K | Buy |
4,150
+2,470
| +147% | +$52.4K | 0.04% | 56 |
|
|
2017
Q4 | $41 | Sell |
1,680
-12,320
| -88% | -$301 | 0.01% | 54 |
|
|
2017
Q3 | $352K | Buy |
+14,000
| New | +$352K | 0.17% | 24 |
|
|
2017
Q2 | – | Sell |
-2,800
| Closed | -$82K | – | 52 |
|
|
2017
Q1 | $82K | Buy |
2,800
+2,240
| +400% | +$65.6K | 0.05% | 31 |
|
|
2016
Q4 | $16K | Hold |
560
| – | – | 0.01% | 41 |
|
|
2016
Q3 | $16K | Buy |
+560
| New | +$16K | 0.01% | 35 |
|