Gupta Wealth Management’s Alerian MLP ETF AMLP Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2016
Q1 | $1.05M | Buy |
19,232
+8,414
| +78% | +$459K | 0.25% | 88 |
|
2015
Q4 | $652K | Buy |
10,818
+4,168
| +63% | +$251K | 0.17% | 116 |
|
2015
Q3 | $415K | Sell |
6,650
-778
| -10% | -$48.6K | 0.1% | 157 |
|
2015
Q2 | $578K | Sell |
7,428
-365
| -5% | -$28.4K | 0.14% | 130 |
|
2015
Q1 | $646K | Buy |
+7,793
| New | +$646K | 0.19% | 108 |
|