SPWA
MLPI
SteelBridge Private Wealth Advisors’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
Q1 | $208K | Hold |
9,826
| – | – | 1.8% | 29 |
|
|
2017
Q4 | $238K | Sell |
9,826
-7,039
| -42% | -$170K | 2.01% | 23 |
|
|
2017
Q3 | $424K | Hold |
16,865
| – | – | 4.07% | 7 |
|
|
2017
Q2 | $450K | Hold |
16,865
| – | – | 0.63% | 35 |
|
|
2017
Q1 | $492K | Buy |
16,865
+2,111
| +14% | +$61.6K | 0.75% | 32 |
|
|
2016
Q4 | $432K | Buy |
14,754
+4,647
| +46% | +$136K | 0.68% | 34 |
|
|
2016
Q3 | $287K | Hold |
10,107
| – | – | 0.83% | 33 |
|
|
2016
Q2 | $282K | Sell |
10,107
-4,610
| -31% | -$129K | 0.85% | 31 |
|
|
2016
Q1 | $354K | Buy |
+14,717
| New | +$354K | 0.72% | 26 |
|