IWA
Icon 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 | $198K | Buy |
4,061
+74
| +2% | +$3.62K | 0.01% | 368 |
|
|
2025
Q1 | $207K | Sell |
3,987
-13
| -0.3% | -$675 | 0.02% | 348 |
|
|
2024
Q4 | $193K | Buy |
4,000
+152
| +4% | +$7.32K | 0.02% | 371 |
|
|
2024
Q3 | $181K | Buy |
3,848
+167
| +5% | +$7.87K | 0.02% | 377 |
|
|
2024
Q2 | $177K | Buy |
3,681
+67
| +2% | +$3.22K | 0.02% | 352 |
|
|
2024
Q1 | $172K | Sell |
3,614
-99
| -3% | -$4.7K | 0.02% | 362 |
|
|
2023
Q4 | $158K | Buy |
+3,713
| New | +$158K | 0.02% | 348 |
|
|
2022
Q4 | – | Sell |
-3,238
| Closed | -$118K | – | 329 |
|
|
2022
Q3 | $118K | Buy |
+3,238
| New | +$118K | 0.01% | 373 |
|