BAWC
Boyce & Associates Wealth Consulting’s Alerian MLP ETF AMLP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.37M | Buy |
28,116
+1,212
| +5% | +$59.2K | 1.25% | 20 |
|
|
2025
Q1 | $1.4M | Buy |
26,904
+1,918
| +8% | +$99.6K | 1.4% | 16 |
|
|
2024
Q4 | $1.2M | Buy |
24,986
+4,062
| +19% | +$196K | 1.22% | 17 |
|
|
2024
Q3 | $986K | Buy |
20,924
+1,007
| +5% | +$47.5K | 1.02% | 18 |
|
|
2024
Q2 | $956K | Buy |
19,917
+4,232
| +27% | +$203K | 1.12% | 16 |
|
|
2024
Q1 | $744K | Buy |
15,685
+2,078
| +15% | +$98.6K | 0.96% | 20 |
|
|
2023
Q4 | $579K | Buy |
13,607
+511
| +4% | +$21.7K | 0.84% | 23 |
|
|
2023
Q3 | $553K | Buy |
13,096
+615
| +5% | +$26K | 0.92% | 22 |
|
|
2023
Q2 | $489K | Sell |
12,481
-8,946
| -42% | -$351K | 0.82% | 22 |
|
|
2023
Q1 | $834K | Buy |
+21,427
| New | +$834K | 1.49% | 17 |
|