United Capital Financial Advisors’s iPath S&P 500 Dynamic VIX ETN XVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-8,361
| Closed | -$257K | – | 1225 |
|
|
2014
Q3 | $257K | Sell |
8,361
-2,152
| -20% | -$66.1K | ﹤0.01% | 970 |
|
|
2014
Q2 | $314K | Sell |
10,513
-1,893
| -15% | -$56.5K | 0.01% | 746 |
|
|
2014
Q1 | $388K | Sell |
12,406
-794
| -6% | -$24.8K | 0.01% | 704 |
|
|
2013
Q4 | $445K | Sell |
13,200
-1,924
| -13% | -$64.9K | 0.02% | 453 |
|
|
2013
Q3 | $587K | Sell |
15,124
-1,619
| -10% | -$62.8K | 0.02% | 414 |
|
|
2013
Q2 | $716K | Buy |
+16,743
| New | +$716K | 0.02% | 453 |
|