ERTS Wealth Advisors’s InfraCap MLP ETF AMZA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q1
Sell
-1,307
Closed -$59K 77
2019
Q4
$59K Buy
1,307
+46
+4% +$2.04K 0.03% 85
2019
Q3
$62K Buy
+1,261
New +$65.1K 0.03% 81

Other funds holding AMZA

ERTS Wealth Advisors's AMZA Position: Q1 2020 in Review

ERTS Wealth Advisors sold out of InfraCap MLP ETF (AMZA) in Q1 2020, closing a stake of 1,307 shares — an estimated $59K sold.

ERTS Wealth Advisors first reported a position in AMZA in Q3 2019 and held it in 2 quarters. The position peaked at $62K in Q3 2019. 28 funds tracked by Wall St. Rank hold AMZA as of Q1 2020.

  • ERTS Wealth Advisors reported no remaining InfraCap MLP ETF position as of Q1 2020 after selling out during the quarter.
  • ERTS Wealth Advisors sold 1,307 InfraCap MLP ETF shares in Q1 2020, an estimated $59K.
  • ERTS Wealth Advisors first reported a position in InfraCap MLP ETF in Q3 2019 and held it in 2 quarters.
  • ERTS Wealth Advisors's InfraCap MLP ETF position peaked at $62K in Q3 2019.
  • 28 funds tracked by Wall St. Rank held InfraCap MLP ETF as of Q1 2020.

Based on ERTS Wealth Advisors's 13F filing for Q1 2020, filed 15 May 2020.