Pinnacle Summer Investments’s UBS AG 2XMTHLY LEV LG EXCH TRD ACCESS SEC E-TRACS ALERIAN MLPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | $76K | Hold |
3,400
| – | – | 0.01% | 292 |
|
|
2015
Q3 | $91K | Hold |
3,400
| – | – | 0.02% | 406 |
|
|
2015
Q2 | $145K | Hold |
3,400
| – | – | 0.03% | 212 |
|
|
2015
Q1 | $171K | Hold |
3,400
| – | – | 0.02% | 329 |
|
|
2014
Q4 | $177K | Hold |
3,400
| – | – | 0.02% | 330 |
|
|
2014
Q3 | $249K | Buy |
+3,400
| New | +$249K | 0.03% | 305 |
|