Valeo Financial Advisors’s UBS E-TRACS Alerian MLP Infrastructure ETN MLPI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-274
| Closed | -$6K | – | 1690 |
|
|
2019
Q1 | $6K | Buy |
+274
| New | +$6K | ﹤0.01% | 1121 |
|
|
2018
Q2 | – | Sell |
-1,482
| Closed | -$31K | – | 1802 |
|
|
2018
Q1 | $31K | Buy |
+1,482
| New | +$31K | 0.01% | 603 |
|
|
2017
Q4 | – | Sell |
-300
| Closed | -$8K | – | 1526 |
|
|
2017
Q3 | $8K | Buy |
+300
| New | +$8K | ﹤0.01% | 768 |
|