AWMS
Advocacy Wealth Management Services’s Global X MLP ETF MLPA Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q4 | – | Sell |
-170,324
| Closed | -$1.43M | – | 151 |
|
2019
Q3 | $1.43M | Sell |
170,324
-14,551
| -8% | -$122K | 0.95% | 19 |
|
2019
Q2 | $1.63M | Sell |
184,875
-38,953
| -17% | -$344K | 1.18% | 18 |
|
2019
Q1 | $2.01M | Sell |
223,828
-196,605
| -47% | -$1.77M | 2.19% | 10 |
|
2018
Q4 | $3.23M | Sell |
420,433
-56,832
| -12% | -$436K | 2.43% | 7 |
|
2018
Q3 | $4.56M | Buy |
477,265
+10,226
| +2% | +$97.7K | 2.8% | 7 |
|
2018
Q2 | $4.28M | Buy |
467,039
+1,138
| +0.2% | +$10.4K | 2.81% | 7 |
|
2018
Q1 | $3.96M | Buy |
465,901
+4,148
| +0.9% | +$35.2K | 2.72% | 7 |
|
2017
Q4 | $4.55M | Buy |
+461,753
| New | +$4.55M | 3.14% | 7 |
|
2017
Q1 | – | Sell |
-81
| Closed | -$1K | – | 332 |
|
2016
Q4 | $1K | Buy |
+81
| New | +$1K | ﹤0.01% | 299 |
|