CWP
Concord Wealth Partners’s Alerian MLP ETF AMLP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-102
| Closed | -$4.01K | – | 1038 |
|
|
2023
Q2 | $4.01K | Buy |
102
+2
| +2% | +$79 | ﹤0.01% | 748 |
|
|
2023
Q1 | $3.87K | Buy |
100
+2
| +2% | +$77 | ﹤0.01% | 713 |
|
|
2022
Q4 | $3.74K | Buy |
+98
| New | +$3.74K | ﹤0.01% | 822 |
|
|
2022
Q3 | – | Sell |
-95
| Closed | -$3K | – | 198 |
|
|
2022
Q2 | $3K | Buy |
95
+2
| +2% | +$63 | ﹤0.01% | 916 |
|
|
2022
Q1 | $4K | Sell |
93
-136
| -59% | -$5.85K | ﹤0.01% | 941 |
|
|
2021
Q4 | $8K | Buy |
+229
| New | +$8K | ﹤0.01% | 827 |
|