AWMS
Advocacy Wealth Management Services’s Alerian MLP ETF AMLP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $522K | Sell |
10,682
-327
| -3% | -$16K | 0.03% | 55 |
|
|
2025
Q1 | $572K | Buy |
+11,009
| New | +$572K | 0.04% | 51 |
|
|
2019
Q4 | – | Sell |
-300
| Closed | -$3K | – | 142 |
|
|
2019
Q3 | $3K | Hold |
300
| – | – | ﹤0.01% | 138 |
|
|
2019
Q2 | $3K | Buy |
+300
| New | +$3K | ﹤0.01% | 157 |
|
|
2019
Q1 | – | Sell |
-5,505
| Closed | -$48K | – | 130 |
|
|
2018
Q4 | $48K | Hold |
5,505
| – | – | 0.04% | 38 |
|
|
2018
Q3 | $59K | Hold |
5,505
| – | – | 0.04% | 32 |
|
|
2018
Q2 | $56K | Sell |
5,505
-500
| -8% | -$5.09K | 0.04% | 33 |
|
|
2018
Q1 | $56K | Sell |
6,005
-20,731
| -78% | -$193K | 0.04% | 35 |
|
|
2017
Q4 | $288K | Sell |
26,736
-1,351,936
| -98% | -$14.6M | 0.2% | 16 |
|
|
2017
Q3 | $15.5M | Buy |
1,378,672
+687,727
| +100% | +$7.72M | 6.19% | 8 |
|
|
2017
Q2 | $8.26M | Buy |
690,945
+187,897
| +37% | +$2.25M | 2.96% | 15 |
|
|
2017
Q1 | $6.39M | Sell |
503,048
-584,110
| -54% | -$7.42M | 2.23% | 21 |
|
|
2016
Q4 | $13.7M | Buy |
1,087,158
+55,993
| +5% | +$706K | 4.11% | 5 |
|
|
2016
Q3 | $13.1M | Buy |
1,031,165
+166,368
| +19% | +$2.11M | 5.07% | 5 |
|
|
2016
Q2 | $11M | Buy |
864,797
+198,349
| +30% | +$2.52M | 5.55% | 2 |
|
|
2016
Q1 | $7.28M | Buy |
666,448
+274,931
| +70% | +$3M | 5.05% | 1 |
|
|
2015
Q4 | $4.7M | Buy |
+391,517
| New | +$4.7M | 5.32% | 2 |
|