AEPWM
Atlantic Edge Private 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 | $294K | Sell |
6,008
-131
| -2% | -$6.4K | 0.08% | 112 |
|
2025
Q1 | $319K | Buy |
6,139
+4
| +0.1% | +$208 | 0.1% | 106 |
|
2024
Q4 | $295K | Buy |
6,135
+5,935
| +2,968% | +$286K | 0.09% | 112 |
|
2024
Q3 | $9.43K | Hold |
200
| – | – | ﹤0.01% | 340 |
|
2024
Q2 | $9.6K | Hold |
200
| – | – | ﹤0.01% | 319 |
|
2024
Q1 | $9.49K | Hold |
200
| – | – | ﹤0.01% | 322 |
|
2023
Q4 | $8.5K | Buy |
+200
| New | +$8.5K | ﹤0.01% | 310 |
|