DWA
Dougherty Wealth Advisers’s Alerian MLP ETF AMLP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-1,979
| Closed | -$7K | – | 159 |
|
|
2020
Q1 | $7K | Buy |
1,979
+47
| +2% | +$166 | 0.03% | 155 |
|
|
2019
Q4 | $16K | Buy |
1,932
+47
| +2% | +$389 | 0.05% | 155 |
|
|
2019
Q3 | $17K | Buy |
1,885
+39
| +2% | +$352 | 0.06% | 153 |
|
|
2019
Q2 | $18K | Buy |
1,846
+35
| +2% | +$341 | 0.05% | 183 |
|
|
2019
Q1 | $18K | Buy |
1,811
+35
| +2% | +$348 | 0.06% | 157 |
|
|
2018
Q4 | $17K | Buy |
+1,776
| New | +$17K | 0.06% | 166 |
|