CWA
Cypress Wealth Advisors’s Alerian MLP ETF AMLP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $1.56M | Buy |
155,352
+10,400
| +7% | +$104K | 1.78% | 19 |
|
|
2018
Q4 | $1.27M | Buy |
144,952
+4,656
| +3% | +$40.6K | 1.74% | 20 |
|
|
2018
Q3 | $1.5M | Buy |
140,296
+40,900
| +41% | +$437K | 1.58% | 24 |
|
|
2018
Q2 | $1M | Sell |
99,396
-93,675
| -49% | -$946K | 1.09% | 33 |
|
|
2018
Q1 | $1.81M | Buy |
193,071
+163,061
| +543% | +$1.53M | 1.96% | 17 |
|
|
2017
Q4 | $324K | Buy |
+30,010
| New | +$324K | 0.31% | 64 |
|
|
2016
Q3 | – | Sell |
-27,940
| Closed | -$355K | – | 207 |
|
|
2016
Q2 | $355K | Sell |
27,940
-27,907
| -50% | -$355K | 0.18% | 114 |
|
|
2016
Q1 | $610K | Sell |
55,847
-36,400
| -39% | -$398K | 0.28% | 79 |
|
|
2015
Q4 | $1.11M | Buy |
92,247
+48,194
| +109% | +$581K | 0.56% | 39 |
|
|
2015
Q3 | $550K | Buy |
44,053
+13,360
| +44% | +$167K | 0.3% | 73 |
|
|
2015
Q2 | $478K | Buy |
+30,693
| New | +$478K | 0.28% | 91 |
|