IWN
Independent Wealth Network’s Alerian MLP ETF AMLP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $333K | Buy |
6,812
+422
| +7% | +$20.6K | 0.12% | 181 |
|
|
2025
Q1 | $332K | Sell |
6,390
-365
| -5% | -$19K | 0.13% | 171 |
|
|
2024
Q4 | $325K | Sell |
6,755
-53
| -0.8% | -$2.55K | 0.13% | 167 |
|
|
2024
Q3 | $321K | Buy |
6,808
+105
| +2% | +$4.95K | 0.14% | 161 |
|
|
2024
Q2 | $322K | Buy |
6,703
+21
| +0.3% | +$1.01K | 0.15% | 159 |
|
|
2024
Q1 | $317K | Sell |
6,682
-4
| -0.1% | -$190 | 0.15% | 163 |
|
|
2023
Q4 | $284K | Sell |
6,686
-384
| -5% | -$16.3K | 0.15% | 155 |
|
|
2023
Q3 | $298K | Sell |
7,070
-396
| -5% | -$16.7K | 0.18% | 138 |
|
|
2023
Q2 | $293K | Sell |
7,466
-159
| -2% | -$6.24K | 0.18% | 151 |
|
|
2023
Q1 | $295K | Buy |
7,625
+75
| +1% | +$2.9K | 0.19% | 137 |
|
|
2022
Q4 | $287K | Buy |
7,550
+290
| +4% | +$11K | 0.2% | 130 |
|
|
2022
Q3 | $265K | Buy |
7,260
+988
| +16% | +$36.1K | 0.21% | 129 |
|
|
2022
Q2 | $216K | Sell |
6,272
-81
| -1% | -$2.79K | 0.16% | 162 |
|
|
2022
Q1 | $243K | Buy |
+6,353
| New | +$243K | 0.15% | 162 |
|
|
2021
Q4 | – | Sell |
-5,936
| Closed | -$210K | – | 210 |
|
|
2021
Q3 | $210K | Buy |
+5,936
| New | +$210K | 0.14% | 183 |
|