KWMG
King Wealth Management Group’s Alerian MLP ETF AMLP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-15,900
| Closed | -$198K | – | 105 |
|
|
2015
Q3 | $198K | Buy |
15,900
+3,200
| +25% | +$39.8K | 0.12% | 100 |
|
|
2015
Q2 | $198K | Buy |
12,700
+121
| +1% | +$1.89K | 0.11% | 110 |
|
|
2015
Q1 | $208K | Buy |
12,579
+780
| +7% | +$12.9K | 0.12% | 101 |
|
|
2014
Q4 | $207K | Buy |
+11,799
| New | +$207K | 0.11% | 111 |
|