MGWM
Marks Group Wealth Management’s Alerian MLP ETF AMLP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-38,829
| Closed | -$1.52M | – | 274 |
|
|
2023
Q2 | $1.52M | Sell |
38,829
-2,440
| -6% | -$95.7K | 0.18% | 138 |
|
|
2023
Q1 | $1.6M | Buy |
41,269
+3,193
| +8% | +$123K | 0.2% | 130 |
|
|
2022
Q4 | $1.45M | Buy |
38,076
+3,575
| +10% | +$136K | 0.2% | 130 |
|
|
2022
Q3 | $1.26M | Buy |
34,501
+3,955
| +13% | +$145K | 0.19% | 136 |
|
|
2022
Q2 | $1.05M | Buy |
30,546
+5,013
| +20% | +$173K | 0.15% | 154 |
|
|
2022
Q1 | $978K | Buy |
+25,533
| New | +$978K | 0.12% | 167 |
|