CWS
Cypress Wealth Services’s Alerian MLP ETF AMLP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $293K | Sell |
5,994
-204
| -3% | -$9.97K | 0.05% | 239 |
|
|
2025
Q1 | $322K | Buy |
6,198
+87
| +1% | +$4.52K | 0.07% | 205 |
|
|
2024
Q4 | $294K | Buy |
6,111
+90
| +1% | +$4.34K | 0.06% | 207 |
|
|
2024
Q3 | $284K | Buy |
6,021
+217
| +4% | +$10.2K | 0.06% | 210 |
|
|
2024
Q2 | $278K | Buy |
5,804
+89
| +2% | +$4.27K | 0.06% | 201 |
|
|
2024
Q1 | $271K | Buy |
5,715
+87
| +2% | +$4.13K | 0.06% | 207 |
|
|
2023
Q4 | $239K | Buy |
5,628
+72
| +1% | +$3.06K | 0.06% | 211 |
|
|
2023
Q3 | $234K | Buy |
5,556
+70
| +1% | +$2.95K | 0.07% | 210 |
|
|
2023
Q2 | $220K | Buy |
5,486
+43
| +0.8% | +$1.73K | 0.06% | 220 |
|
|
2023
Q1 | $210K | Buy |
5,443
+63
| +1% | +$2.44K | 0.06% | 224 |
|
|
2022
Q4 | $205K | Buy |
5,380
+59
| +1% | +$2.25K | 0.07% | 220 |
|
|
2022
Q3 | $203K | Buy |
+5,321
| New | +$203K | 0.07% | 210 |
|
|
2020
Q2 | – | Sell |
-26,110
| Closed | -$90K | – | 275 |
|
|
2020
Q1 | $90K | Sell |
26,110
-1,512
| -5% | -$5.21K | 0.03% | 237 |
|
|
2019
Q4 | $235K | Buy |
27,622
+1,000
| +4% | +$8.51K | 0.06% | 215 |
|
|
2019
Q3 | $243K | Sell |
26,622
-1,013
| -4% | -$9.25K | 0.07% | 211 |
|
|
2019
Q2 | $272K | Buy |
27,635
+12,840
| +87% | +$126K | 0.08% | 202 |
|
|
2019
Q1 | $148K | Buy |
14,795
+937
| +7% | +$9.37K | 0.05% | 251 |
|
|
2018
Q4 | $121K | Sell |
13,858
-2,677
| -16% | -$23.4K | 0.05% | 212 |
|
|
2018
Q3 | $177K | Sell |
16,535
-315
| -2% | -$3.37K | 0.06% | 216 |
|
|
2018
Q2 | $170K | Sell |
16,850
-529
| -3% | -$5.34K | 0.06% | 214 |
|
|
2018
Q1 | $163K | Sell |
17,379
-2,098
| -11% | -$19.7K | 0.07% | 185 |
|
|
2017
Q4 | $210K | Buy |
+19,477
| New | +$210K | 0.09% | 189 |
|