Optimum Investment Advisors’s ETRACS Monthly Pay 2xLeveraged US Small Cap High Dividend ETN SMHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-500
| Closed | -$7K | – | 1040 |
|
|
2019
Q2 | $7K | Hold |
500
| – | – | ﹤0.01% | 828 |
|
|
2019
Q1 | $7K | Hold |
500
| – | – | ﹤0.01% | 867 |
|
|
2018
Q4 | $7K | Hold |
500
| – | – | ﹤0.01% | 819 |
|
|
2018
Q3 | $9K | Hold |
500
| – | – | ﹤0.01% | 867 |
|
|
2018
Q2 | $10K | Hold |
500
| – | – | ﹤0.01% | 849 |
|
|
2018
Q1 | $8K | Buy |
+500
| New | +$8K | ﹤0.01% | 852 |
|