FMWA
Forvis Mazars Wealth Advisors’s Alerian MLP ETF AMLP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-12,755
| Closed | -$108K | – | 283 |
|
|
2019
Q4 | $108K | Sell |
12,755
-4,800
| -27% | -$40.6K | 0.01% | 289 |
|
|
2019
Q3 | $160K | Buy |
17,555
+4,800
| +38% | +$43.7K | 0.01% | 255 |
|
|
2019
Q2 | $126K | Hold |
12,755
| – | – | 0.01% | 254 |
|
|
2019
Q1 | $128K | Hold |
12,755
| – | – | 0.01% | 249 |
|
|
2018
Q4 | $111K | Sell |
12,755
-643
| -5% | -$5.6K | 0.01% | 219 |
|
|
2018
Q3 | $143K | Buy |
13,398
+643
| +5% | +$6.86K | 0.01% | 229 |
|
|
2018
Q2 | $129K | Hold |
12,755
| – | – | 0.01% | 231 |
|
|
2018
Q1 | $120K | Hold |
12,755
| – | – | 0.01% | 231 |
|
|
2017
Q4 | $138K | Buy |
+12,755
| New | +$138K | 0.01% | 239 |
|