JWM
Jeppson Wealth Management’s Alerian MLP ETF AMLP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $703K | Buy |
14,386
+11
| +0.1% | +$537 | 0.24% | 93 |
|
|
2025
Q1 | $747K | Sell |
14,375
-180
| -1% | -$9.35K | 0.27% | 88 |
|
|
2024
Q4 | $701K | Sell |
14,555
-299
| -2% | -$14.4K | 0.25% | 88 |
|
|
2024
Q3 | $700K | Buy |
14,854
+1
| +0% | +$47 | 0.25% | 94 |
|
|
2024
Q2 | $713K | Buy |
14,853
+8
| +0.1% | +$384 | 0.27% | 88 |
|
|
2024
Q1 | $705K | Buy |
14,845
+25
| +0.2% | +$1.19K | 0.27% | 86 |
|
|
2023
Q4 | $630K | Sell |
14,820
-74
| -0.5% | -$3.15K | 0.26% | 93 |
|
|
2023
Q3 | $629K | Buy |
14,894
+401
| +3% | +$16.9K | 0.29% | 89 |
|
|
2023
Q2 | $568K | Buy |
14,493
+1,254
| +9% | +$49.2K | 0.25% | 99 |
|
|
2023
Q1 | $512K | Sell |
13,239
-60
| -0.5% | -$2.32K | 0.22% | 110 |
|
|
2022
Q4 | $506K | Buy |
13,299
+611
| +5% | +$23.3K | 0.21% | 104 |
|
|
2022
Q3 | $464K | Buy |
12,688
+600
| +5% | +$21.9K | 0.21% | 101 |
|
|
2022
Q2 | $416K | Buy |
12,088
+2
| +0% | +$69 | 0.18% | 108 |
|
|
2022
Q1 | $462K | Sell |
12,086
-50
| -0.4% | -$1.91K | 0.22% | 100 |
|
|
2021
Q4 | $397K | Sell |
12,136
-59
| -0.5% | -$1.93K | 0.19% | 104 |
|
|
2021
Q3 | $406K | Buy |
12,195
+100
| +0.8% | +$3.33K | 0.21% | 97 |
|
|
2021
Q2 | $440K | Sell |
12,095
-410
| -3% | -$14.9K | 0.24% | 89 |
|
|
2021
Q1 | $381K | Sell |
12,505
-50
| -0.4% | -$1.52K | 0.23% | 96 |
|
|
2020
Q4 | $322K | Buy |
12,555
+805
| +7% | +$20.6K | 0.21% | 97 |
|
|
2020
Q3 | $235K | Buy |
+11,750
| New | +$235K | 0.18% | 103 |
|