BWM
BigSur Wealth Management’s Alerian MLP ETF AMLP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-22,000
| Closed | -$76K | – | 104 |
|
|
2020
Q1 | $76K | Hold |
22,000
| – | – | 0.06% | 100 |
|
|
2019
Q4 | $187K | Hold |
22,000
| – | – | 0.11% | 107 |
|
|
2019
Q3 | $201K | Hold |
22,000
| – | – | 0.14% | 98 |
|
|
2019
Q2 | $217K | Hold |
22,000
| – | – | 0.15% | 95 |
|
|
2019
Q1 | $221K | Hold |
22,000
| – | – | 0.14% | 93 |
|
|
2018
Q4 | $192K | Hold |
22,000
| – | – | 0.14% | 94 |
|
|
2018
Q3 | $235K | Hold |
22,000
| – | – | 0.15% | 93 |
|
|
2018
Q2 | $222K | Hold |
22,000
| – | – | 0.16% | 93 |
|
|
2018
Q1 | $206K | Hold |
22,000
| – | – | 0.15% | 104 |
|
|
2017
Q4 | $237K | Hold |
22,000
| – | – | 0.24% | 79 |
|
|
2017
Q3 | $247K | Hold |
22,000
| – | – | 0.25% | 78 |
|
|
2017
Q2 | $259K | Hold |
22,000
| – | – | 0.26% | 73 |
|
|
2017
Q1 | $272K | Hold |
22,000
| – | – | 0.29% | 69 |
|
|
2016
Q4 | $277K | Buy |
+22,000
| New | +$277K | 0.37% | 61 |
|