KSWA
Kathleen S. Wright Associates’s Alerian MLP ETF AMLP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $97.7K | Hold |
2,000
| – | – | 0.04% | 126 |
|
|
2025
Q1 | $104K | Buy |
2,000
+190
| +10% | +$9.87K | 0.04% | 124 |
|
|
2024
Q4 | $87.2K | Buy |
1,810
+264
| +17% | +$12.7K | 0.04% | 130 |
|
|
2024
Q3 | $72.9K | Hold |
1,546
| – | – | 0.03% | 136 |
|
|
2024
Q2 | $74.2K | Hold |
1,546
| – | – | 0.03% | 131 |
|
|
2024
Q1 | $73.4K | Hold |
1,546
| – | – | 0.03% | 128 |
|
|
2023
Q4 | $65.7K | Hold |
1,546
| – | – | 0.03% | 119 |
|
|
2023
Q3 | $65.2K | Hold |
1,546
| – | – | 0.04% | 116 |
|
|
2023
Q2 | $60.6K | Hold |
1,546
| – | – | 0.04% | 104 |
|
|
2023
Q1 | $59.8K | Buy |
+1,546
| New | +$59.8K | 0.04% | 103 |
|
|
2022
Q4 | – | Sell |
-1,546
| Closed | -$57K | – | 197 |
|
|
2022
Q3 | $57K | Hold |
1,546
| – | – | 0.05% | 104 |
|
|
2022
Q2 | $53K | Hold |
1,546
| – | – | 0.04% | 103 |
|
|
2022
Q1 | $59K | Hold |
1,546
| – | – | 0.04% | 103 |
|
|
2021
Q4 | $51K | Buy |
+1,546
| New | +$51K | 0.04% | 101 |
|