LBWM
Left Brain 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 | $7.04M | Sell |
144,150
-785
| -0.5% | -$38.4K | 2.48% | 14 |
|
2025
Q1 | $7.53M | Sell |
144,935
-967
| -0.7% | -$50.2K | 3.29% | 5 |
|
2024
Q4 | $7.03M | Buy |
145,902
+3,144
| +2% | +$151K | 2.65% | 11 |
|
2024
Q3 | $6.73M | Buy |
142,758
+2,830
| +2% | +$133K | 3.13% | 6 |
|
2024
Q2 | $6.71M | Buy |
139,928
+548
| +0.4% | +$26.3K | 3.13% | 8 |
|
2024
Q1 | $6.61M | Sell |
139,380
-4,459
| -3% | -$212K | 3.2% | 7 |
|
2023
Q4 | $6.12M | Sell |
143,839
-1,864
| -1% | -$79.3K | 3.54% | 6 |
|
2023
Q3 | $6.15M | Sell |
145,703
-3,162
| -2% | -$133K | 3.83% | 7 |
|
2023
Q2 | $5.84M | Sell |
148,865
-6,459
| -4% | -$253K | 3.56% | 7 |
|
2023
Q1 | $6.1M | Sell |
155,324
-2,830
| -2% | -$111K | 4.15% | 3 |
|
2022
Q4 | $6.02M | Buy |
+158,154
| New | +$6.02M | 4.51% | 2 |
|