HWM
HFG Wealth Management’s Alerian MLP ETF AMLP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.68M | Sell |
32,422
-1,062
| -3% | -$55.2K | 1.03% | 23 |
|
|
2025
Q1 | $1.61M | Buy |
33,484
+754
| +2% | +$36.3K | 0.98% | 24 |
|
|
2024
Q4 | $1.54M | Buy |
32,730
+1,699
| +5% | +$80.1K | 1% | 24 |
|
|
2024
Q3 | $1.49M | Hold |
31,031
| – | – | 0.95% | 24 |
|
|
2024
Q2 | $1.49M | Buy |
31,031
+1,450
| +5% | +$69.6K | 0.95% | 24 |
|
|
2024
Q1 | $1.4M | Sell |
29,581
-598,299
| -95% | -$28.4M | 0.83% | 21 |
|
|
2023
Q4 | $26.7M | Buy |
+627,880
| New | +$26.7M | 6.55% | 3 |
|
|
2023
Q1 | $25.7M | Buy |
+665,100
| New | +$25.7M | 5.33% | 4 |
|