MWA
Mills Wealth Advisors’s Alerian MLP ETF AMLP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.16M | Sell |
64,746
-22,364
| -26% | -$1.09M | 1.45% | 19 |
|
|
2025
Q1 | $4.52M | Buy |
87,110
+8,157
| +10% | +$424K | 2.4% | 12 |
|
|
2024
Q4 | $3.8M | Buy |
78,953
+5,549
| +8% | +$267K | 2.16% | 12 |
|
|
2024
Q3 | $3.46M | Buy |
73,404
+9,673
| +15% | +$456K | 2.38% | 12 |
|
|
2024
Q2 | $3.06M | Buy |
63,731
+5,536
| +10% | +$266K | 2.19% | 13 |
|
|
2024
Q1 | $2.76M | Buy |
58,195
+1,543
| +3% | +$73.2K | 2.03% | 12 |
|
|
2023
Q4 | $2.41M | Buy |
56,652
+2,759
| +5% | +$117K | 1.84% | 12 |
|
|
2023
Q3 | $2.27M | Buy |
53,893
+522
| +1% | +$22K | 1.82% | 14 |
|
|
2023
Q2 | $2.09M | Buy |
53,371
+227
| +0.4% | +$8.9K | 1.59% | 13 |
|
|
2023
Q1 | $2.05M | Buy |
53,144
+951
| +2% | +$36.8K | 1.65% | 13 |
|
|
2022
Q4 | $1.99M | Buy |
+52,193
| New | +$1.99M | 1.8% | 12 |
|