AWA
Acorn Wealth Advisors’s Alerian MLP ETF AMLP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-5,685
| Closed | -$208K | – | 160 |
|
|
2022
Q3 | $208K | Buy |
+5,685
| New | +$208K | 0.17% | 144 |
|
|
2022
Q2 | – | Sell |
-5,602
| Closed | -$215K | – | 163 |
|
|
2022
Q1 | $215K | Buy |
+5,602
| New | +$215K | 0.15% | 162 |
|
|
2021
Q4 | – | Sell |
-6,955
| Closed | -$232K | – | 181 |
|
|
2021
Q3 | $232K | Buy |
+6,955
| New | +$232K | 0.16% | 149 |
|
|
2018
Q2 | – | Sell |
-213
| Closed | -$2K | – | 530 |
|
|
2018
Q1 | $2K | Hold |
213
| – | – | ﹤0.01% | 707 |
|
|
2017
Q4 | $2K | Buy |
+213
| New | +$2K | ﹤0.01% | 681 |
|