Smith & Howard Wealth Management’s UBS E-TRACS Alerian MLP Infrastructure ETN MLPI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q1 | – | Sell |
|
|||||
2018
Q4 | $374K | Buy |
|
|||||
2018
Q3 | $359K | Hold |
|
|||||
2018
Q2 | $342K | Hold |
|
|||||
2018
Q1 | $315K | Sell |
|
|||||
2017
Q4 | $387K | Sell |
|
|||||
2017
Q3 | $2.2M | Sell |
|
|||||
2017
Q2 | $2.61M | Buy |
|
|||||
2017
Q1 | $2.38M | Sell |
|
|||||
2016
Q4 | $2.33M | Sell |
|
|||||
2016
Q3 | $2.33M | Sell |
|
|||||
2016
Q2 | $2.95M | Sell |
|
|||||
2016
Q1 | $6.22M | Sell |
|
|||||
2015
Q4 | $8.21M | Buy |
|