CWM
AMLP icon

Cadence Wealth Management’s Alerian MLP ETF AMLP Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2022
Q1
Sell
-7,887
Closed -$258K 37
2021
Q4
$258K Buy
7,887
+1,046
+15% +$34.2K 0.28% 29
2021
Q3
$228K Buy
+6,841
New +$228K 0.26% 28