HWA
HCR Wealth Advisors’s Alerian MLP ETF AMLP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.58M | Sell |
32,396
-244
| -0.7% | -$11.9K | 0.19% | 74 |
|
|
2025
Q1 | $1.7M | Buy |
32,640
+1,009
| +3% | +$52.4K | 0.22% | 71 |
|
|
2024
Q4 | $1.52M | Sell |
31,631
-239
| -0.7% | -$11.5K | 0.19% | 78 |
|
|
2024
Q3 | $1.5M | Buy |
31,870
+1,282
| +4% | +$60.4K | 0.2% | 79 |
|
|
2024
Q2 | $1.47M | Buy |
30,588
+5,087
| +20% | +$244K | 0.21% | 72 |
|
|
2024
Q1 | $1.21M | Sell |
25,501
-2,343
| -8% | -$111K | 0.18% | 82 |
|
|
2023
Q4 | $1.18M | Sell |
27,844
-4,889
| -15% | -$208K | 0.19% | 80 |
|
|
2023
Q3 | $1.38M | Sell |
32,733
-3,045
| -9% | -$129K | 0.3% | 65 |
|
|
2023
Q2 | $1.4M | Sell |
35,778
-93
| -0.3% | -$3.65K | 0.26% | 70 |
|
|
2023
Q1 | $1.39M | Sell |
35,871
-5,299
| -13% | -$205K | 0.27% | 71 |
|
|
2022
Q4 | $1.57M | Sell |
41,170
-4,103
| -9% | -$156K | 0.33% | 65 |
|
|
2022
Q3 | $1.66M | Sell |
45,273
-5,892
| -12% | -$215K | 0.35% | 61 |
|
|
2022
Q2 | $1.76M | Sell |
51,165
-1,682
| -3% | -$58K | 0.35% | 63 |
|
|
2022
Q1 | $2.02M | Sell |
52,847
-772
| -1% | -$29.6K | 0.33% | 64 |
|
|
2021
Q4 | $1.76M | Sell |
53,619
-1,786
| -3% | -$58.5K | 0.27% | 77 |
|
|
2021
Q3 | $1.85M | Buy |
55,405
+453
| +0.8% | +$15.1K | 0.31% | 73 |
|
|
2021
Q2 | $2M | Buy |
54,952
+525
| +1% | +$19.1K | 0.35% | 65 |
|
|
2021
Q1 | $1.66M | Buy |
+54,427
| New | +$1.66M | 0.33% | 67 |
|