LWS
Lucia Wealth Services’s Alerian MLP ETF AMLP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-1,663
| Closed | -$6K | – | 178 |
|
|
2020
Q1 | $6K | Sell |
1,663
-280
| -14% | -$1.01K | ﹤0.01% | 185 |
|
|
2019
Q4 | $17K | Sell |
1,943
-531
| -21% | -$4.65K | 0.01% | 173 |
|
|
2019
Q3 | $23K | Sell |
2,474
-4,802
| -66% | -$44.6K | 0.01% | 148 |
|
|
2019
Q2 | $72K | Sell |
7,276
-7,747
| -52% | -$76.7K | 0.02% | 132 |
|
|
2019
Q1 | $151K | Sell |
15,023
-14
| -0.1% | -$141 | 0.05% | 130 |
|
|
2018
Q4 | $131K | Sell |
15,037
-8,638
| -36% | -$75.3K | 0.06% | 125 |
|
|
2018
Q3 | $253K | Sell |
23,675
-5,965
| -20% | -$63.7K | 0.08% | 125 |
|
|
2018
Q2 | $299K | Sell |
29,640
-139,412
| -82% | -$1.41M | 0.13% | 107 |
|
|
2018
Q1 | $1.58M | Buy |
169,052
+148,035
| +704% | +$1.39M | 0.51% | 69 |
|
|
2017
Q4 | $227K | Buy |
+21,017
| New | +$227K | 0.1% | 112 |
|