AWMS
TLP
Advocacy Wealth Management Services’s Transmontaigne TLP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-2,200
| Closed | -$89K | – | 186 |
|
|
2018
Q4 | $89K | Hold |
2,200
| – | – | 0.07% | 21 |
|
|
2018
Q3 | $85K | Hold |
2,200
| – | – | 0.05% | 26 |
|
|
2018
Q2 | $81K | Hold |
2,200
| – | – | 0.05% | 26 |
|
|
2018
Q1 | $79K | Hold |
2,200
| – | – | 0.05% | 29 |
|
|
2017
Q4 | $87K | Sell |
2,200
-2,300
| -51% | -$91K | 0.06% | 30 |
|
|
2017
Q3 | $197K | Buy |
4,500
+2,200
| +96% | +$96.3K | 0.08% | 24 |
|
|
2017
Q2 | $97K | Hold |
2,300
| – | – | 0.03% | 46 |
|
|
2017
Q1 | $103K | Buy |
2,300
+1,200
| +109% | +$53.7K | 0.04% | 44 |
|
|
2016
Q4 | $49K | Sell |
1,100
-950
| -46% | -$42.3K | 0.01% | 74 |
|
|
2016
Q3 | $85K | Sell |
2,050
-5,804
| -74% | -$241K | 0.03% | 81 |
|
|
2016
Q2 | $323K | Sell |
7,854
-6,669
| -46% | -$274K | 0.16% | 49 |
|
|
2016
Q1 | $532K | Sell |
14,523
-8,015
| -36% | -$294K | 0.37% | 44 |
|
|
2015
Q4 | $590K | Buy |
+22,538
| New | +$590K | 0.67% | 41 |
|
|
2013
Q3 | $55K | Hold |
1,361
| – | – | 0.15% | 104 |
|
|
2013
Q2 | $57K | Buy |
+1,361
| New | +$57K | 0.23% | 83 |
|