WFG Advisors’s iPath Bloomberg Industrial Metals Subindex Total Return ETN due October 22, 2037 JJM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-159
| Closed | -$4K | – | 1736 |
|
|
2016
Q4 | $4K | Sell |
159
-37
| -19% | -$931 | ﹤0.01% | 1328 |
|
|
2016
Q3 | $4K | Hold |
196
| – | – | ﹤0.01% | 1324 |
|
|
2016
Q2 | $4K | Hold |
196
| – | – | ﹤0.01% | 1298 |
|
|
2016
Q1 | $4K | Hold |
196
| – | – | ﹤0.01% | 1256 |
|
|
2015
Q4 | $4K | Hold |
196
| – | – | ﹤0.01% | 1283 |
|
|
2015
Q3 | $4K | Hold |
196
| – | – | ﹤0.01% | 1322 |
|
|
2015
Q2 | $5K | Buy |
196
+159
| +430% | +$4.06K | ﹤0.01% | 1360 |
|
|
2015
Q1 | $1K | Sell |
37
-159
| -81% | -$4.3K | ﹤0.01% | 1698 |
|
|
2014
Q4 | $5K | Sell |
196
-804
| -80% | -$20.5K | ﹤0.01% | 1650 |
|
|
2014
Q3 | $29K | Buy |
+1,000
| New | +$29K | 0.01% | 1139 |
|