IWA
IBEX 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 |
-25,616
| Closed | -$218K | – | 94 |
|
|
2019
Q4 | $218K | Sell |
25,616
-138,983
| -84% | -$1.18M | 0.07% | 100 |
|
|
2019
Q3 | $1.5M | Buy |
164,599
+3,610
| +2% | +$33K | 0.5% | 75 |
|
|
2019
Q2 | $1.59M | Buy |
160,989
+43,994
| +38% | +$433K | 0.46% | 91 |
|
|
2019
Q1 | $1.17M | Buy |
116,995
+67,323
| +136% | +$675K | 0.41% | 85 |
|
|
2018
Q4 | $434K | Buy |
+49,672
| New | +$434K | 0.2% | 67 |
|