MWM
Mattern 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 | $667K | Buy |
13,654
+4,454
| +48% | +$218K | 0.14% | 76 |
|
|
2025
Q1 | $478K | Buy |
9,200
+200
| +2% | +$10.4K | 0.11% | 98 |
|
|
2024
Q4 | $433K | Buy |
9,000
+3,300
| +58% | +$159K | 0.1% | 113 |
|
|
2024
Q3 | $269K | Hold |
5,700
| – | – | 0.06% | 150 |
|
|
2024
Q2 | $273K | Buy |
+5,700
| New | +$273K | 0.07% | 146 |
|