LWM
LBA Wealth Management’s Alerian MLP ETF AMLP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $51K | Hold |
4,000
| – | – | 0.03% | 193 |
|
|
2016
Q4 | $50K | Hold |
4,000
| – | – | 0.03% | 191 |
|
|
2016
Q3 | $51K | Hold |
4,000
| – | – | 0.03% | 195 |
|
|
2016
Q2 | $51K | Buy |
+4,000
| New | +$51K | 0.03% | 192 |
|
|
2016
Q1 | – | Sell |
-100
| Closed | -$1K | – | 414 |
|
|
2015
Q4 | $1K | Buy |
+100
| New | +$1K | ﹤0.01% | 391 |
|
|
2014
Q4 | – | Sell |
-500
| Closed | -$10K | – | 294 |
|
|
2014
Q3 | $10K | Hold |
500
| – | – | 0.01% | 285 |
|
|
2014
Q2 | $10K | Buy |
+500
| New | +$10K | 0.01% | 207 |
|