OPOWM
One Plus One Wealth Management’s Alerian MLP ETF AMLP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-24,782
| Closed | -$943K | – | 87 |
|
|
2022
Q4 | $943K | Sell |
24,782
-12,120
| -33% | -$461K | 0.66% | 42 |
|
|
2022
Q3 | $1.35M | Sell |
36,902
-890
| -2% | -$32.5K | 1.1% | 29 |
|
|
2022
Q2 | $1.3M | Sell |
37,792
-11,845
| -24% | -$408K | 0.99% | 31 |
|
|
2022
Q1 | $1.9M | Sell |
49,637
-804
| -2% | -$30.8K | 1.26% | 24 |
|
|
2021
Q4 | $1.65M | Sell |
50,441
-7,174
| -12% | -$235K | 1.14% | 23 |
|
|
2021
Q3 | $1.92M | Buy |
57,615
+759
| +1% | +$25.3K | 1.38% | 22 |
|
|
2021
Q2 | $2.07M | Sell |
56,856
-2,708
| -5% | -$98.6K | 1.43% | 20 |
|
|
2021
Q1 | $1.82M | Buy |
+59,564
| New | +$1.82M | 1.42% | 16 |
|