LWA
SGG
Lowe Wealth Advisors’s iPath Bloomberg Sugar Subindex Total Return ETN due June 24, 2038 SGG Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q3 | – | Sell |
-950
| Closed | -$21K | – | 315 |
|
2019
Q2 | $21K | Hold |
950
| – | – | 0.01% | 118 |
|
2019
Q1 | $21K | Hold |
950
| – | – | 0.01% | 108 |
|
2018
Q4 | $21K | Hold |
950
| – | – | 0.01% | 103 |
|
2018
Q3 | $19K | Hold |
950
| – | – | 0.01% | 117 |
|
2018
Q2 | $22K | Hold |
950
| – | – | 0.01% | 107 |
|
2018
Q1 | $23K | Hold |
950
| – | – | 0.01% | 106 |
|
2017
Q4 | $29K | Hold |
950
| – | – | 0.02% | 91 |
|
2017
Q3 | $27K | Hold |
950
| – | – | 0.02% | 96 |
|
2017
Q2 | $28K | Buy |
950
+350
| +58% | +$10.3K | 0.02% | 84 |
|
2017
Q1 | $22K | Hold |
600
| – | – | 0.01% | 93 |
|
2016
Q4 | $26K | Hold |
600
| – | – | 0.02% | 85 |
|
2016
Q3 | $31K | Hold |
600
| – | – | 0.02% | 78 |
|
2016
Q2 | $28K | Hold |
600
| – | – | 0.02% | 78 |
|
2016
Q1 | $21K | Hold |
600
| – | – | 0.01% | 92 |
|
2015
Q4 | $21K | Hold |
600
| – | – | 0.01% | 84 |
|
2015
Q3 | $17K | Hold |
600
| – | – | 0.01% | 93 |
|
2015
Q2 | $18K | Hold |
600
| – | – | 0.01% | 105 |
|
2015
Q1 | $18K | Hold |
600
| – | – | 0.01% | 105 |
|
2014
Q4 | $22K | Buy |
+600
| New | +$22K | 0.02% | 99 |
|