AWM
Allen Wealth Management’s Alerian MLP ETF AMLP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.7M | Buy |
321,313
+4,665
| +1% | +$228K | 10.98% | 3 |
|
|
2025
Q1 | $16.4M | Sell |
316,648
-8,127
| -3% | -$422K | 11.32% | 3 |
|
|
2024
Q4 | $15.6M | Buy |
324,775
+1,164
| +0.4% | +$56.1K | 11.21% | 3 |
|
|
2024
Q3 | $15.3M | Buy |
323,611
+4,886
| +2% | +$230K | 10.58% | 3 |
|
|
2024
Q2 | $15.3M | Buy |
318,725
+4,248
| +1% | +$204K | 13.61% | 2 |
|
|
2024
Q1 | $14.9M | Buy |
314,477
+11,906
| +4% | +$565K | 13.17% | 2 |
|
|
2023
Q4 | $12.9M | Buy |
+302,571
| New | +$12.9M | 12.6% | 2 |
|