EWM
EPG Wealth Management’s Alerian MLP ETF AMLP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $222K | Sell |
4,549
-913
| -17% | -$44.6K | 0.07% | 177 |
|
|
2025
Q1 | $284K | Sell |
5,462
-97
| -2% | -$5.04K | 0.08% | 198 |
|
|
2024
Q4 | $268K | Sell |
5,559
-48
| -0.9% | -$2.31K | 0.07% | 204 |
|
|
2024
Q3 | $264K | Buy |
+5,607
| New | +$264K | 0.07% | 216 |
|
|
2024
Q2 | – | Sell |
-5,924
| Closed | -$281K | – | 219 |
|
|
2024
Q1 | $281K | Hold |
5,924
| – | – | 0.07% | 223 |
|
|
2023
Q4 | $257K | Buy |
5,924
+121
| +2% | +$5.25K | 0.07% | 218 |
|
|
2023
Q3 | $245K | Buy |
5,803
+66
| +1% | +$2.79K | 0.07% | 214 |
|
|
2023
Q2 | $225K | Buy |
5,737
+98
| +2% | +$3.84K | 0.07% | 219 |
|
|
2023
Q1 | $218K | Buy |
5,639
+84
| +2% | +$3.25K | 0.07% | 221 |
|
|
2022
Q4 | $211K | Buy |
5,555
+79
| +1% | +$3.01K | 0.08% | 205 |
|
|
2022
Q3 | $200K | Buy |
+5,476
| New | +$200K | 0.08% | 200 |
|
|
2022
Q2 | – | Sell |
-6,399
| Closed | -$245K | – | 218 |
|
|
2022
Q1 | $245K | Buy |
6,399
+94
| +1% | +$3.6K | 0.08% | 202 |
|
|
2021
Q4 | $206K | Buy |
6,305
+104
| +2% | +$3.4K | 0.07% | 226 |
|
|
2021
Q3 | $207K | Buy |
6,201
+97
| +2% | +$3.24K | 0.08% | 207 |
|
|
2021
Q2 | $222K | Buy |
+6,104
| New | +$222K | 0.09% | 191 |
|
|
2020
Q2 | – | Sell |
-21,559
| Closed | -$74K | – | 165 |
|
|
2020
Q1 | $74K | Buy |
21,559
+11,493
| +114% | +$39.4K | 0.05% | 221 |
|
|
2019
Q4 | $86K | Buy |
+10,066
| New | +$86K | 0.06% | 166 |
|