IPW
IronBridge Private Wealth’s Alerian MLP ETF AMLP Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | $12.7M | Sell |
244,343
-1,579
| -0.6% | -$82K | 5% | 4 |
|
2024
Q4 | $11.8M | Sell |
245,922
-7,616
| -3% | -$367K | 4.35% | 5 |
|
2024
Q3 | $11.9M | Sell |
253,538
-7,323
| -3% | -$345K | 4.46% | 6 |
|
2024
Q2 | $12.5M | Buy |
260,861
+10,810
| +4% | +$519K | 4.68% | 3 |
|
2024
Q1 | $11.9M | Buy |
250,051
+16,635
| +7% | +$789K | 4.92% | 3 |
|
2023
Q4 | $9.92M | Buy |
233,416
+34,791
| +18% | +$1.48M | 4.84% | 4 |
|
2023
Q3 | $8.38M | Buy |
198,625
+1,810
| +0.9% | +$76.4K | 4.55% | 6 |
|
2023
Q2 | $7.72M | Buy |
196,815
+112,195
| +133% | +$4.4M | 4.34% | 7 |
|
2023
Q1 | $3.27M | Sell |
84,620
-1,318
| -2% | -$50.9K | 2.09% | 16 |
|
2022
Q4 | $3.27M | Buy |
+85,938
| New | +$3.27M | 2.69% | 15 |
|