EWP
Elevation Wealth Partners’s Alerian MLP ETF AMLP Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $99K | Buy |
2,026
+29
| +1% | +$1.42K | 0.04% | 176 |
|
2025
Q1 | $104K | Sell |
1,997
-270
| -12% | -$14K | 0.04% | 167 |
|
2024
Q4 | $109K | Buy |
2,267
+42
| +2% | +$2.02K | 0.05% | 159 |
|
2024
Q3 | $105K | Buy |
2,225
+45
| +2% | +$2.12K | 0.05% | 157 |
|
2024
Q2 | $105K | Buy |
2,180
+39
| +2% | +$1.87K | 0.05% | 154 |
|
2024
Q1 | $102K | Buy |
2,141
+71
| +3% | +$3.37K | 0.05% | 161 |
|
2023
Q4 | $87.4K | Hold |
2,070
| – | – | 0.05% | 162 |
|
2023
Q3 | $87.4K | Sell |
2,070
-526
| -20% | -$22.2K | 0.08% | 104 |
|
2023
Q2 | $102K | Sell |
2,596
-98
| -4% | -$3.84K | 0.09% | 99 |
|
2023
Q1 | $104K | Buy |
+2,694
| New | +$104K | 0.1% | 96 |
|