HWMG
Hurlow Wealth Management Group’s Alerian MLP ETF AMLP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-11,234
| Closed | -$98K | – | 97 |
|
|
2019
Q3 | $98K | Sell |
11,234
-328,396
| -97% | -$2.86M | 0.1% | 92 |
|
|
2019
Q2 | $3.43M | Buy |
339,630
+10,992
| +3% | +$111K | 3.6% | 8 |
|
|
2019
Q1 | $3.27M | Buy |
328,638
+38,405
| +13% | +$382K | 3.51% | 9 |
|
|
2018
Q4 | $2.81M | Buy |
+290,233
| New | +$2.81M | 3.39% | 10 |
|