Exencial Wealth Advisors’s iPath Select MLP ETN ATMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $6.53M | Sell |
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|
2025
Q2 | $6.68M | Buy |
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|
2025
Q1 | $6.97M | Buy |
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|
2024
Q4 | $6.43M | Sell |
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|
2024
Q3 | $6.03M | Sell |
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|
2024
Q2 | $6.03M | Sell |
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|
2024
Q1 | $6.2M | Buy |
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|
2023
Q4 | $5.42M | Buy |
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|
2023
Q3 | $5.2M | Buy |
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|
2023
Q2 | $4.89M | Buy |
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|
2023
Q1 | $4.61M | Sell |
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|
2022
Q4 | $4.69M | Sell |
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|
2022
Q3 | $4.43M | Sell |
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|
2022
Q2 | $4.38M | Buy |
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|
2022
Q1 | $4.93M | Buy |
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|
2021
Q4 | $3.89M | Sell |
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|
2021
Q3 | $7.18M | Buy |
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|
2021
Q2 | $4.03M | Buy |
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|
2021
Q1 | $3.25M | Buy |
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|
2020
Q4 | $2.59M | Sell |
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|
2020
Q3 | $2.2M | Sell |
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|
2020
Q2 | $2.67M | Buy |
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|
2020
Q1 | $1.57M | Buy |
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