OBWG
Onyx Bridge Wealth Group’s Alerian MLP ETF AMLP Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $779K | Buy |
15,953
+553
| +4% | +$27K | 0.1% | 136 |
|
2025
Q1 | $800K | Sell |
15,400
-166
| -1% | -$8.62K | 0.11% | 119 |
|
2024
Q4 | $750K | Buy |
15,566
+480
| +3% | +$23.1K | 0.11% | 123 |
|
2024
Q3 | $711K | Buy |
15,086
+498
| +3% | +$23.5K | 0.11% | 128 |
|
2024
Q2 | $700K | Sell |
14,588
-50
| -0.3% | -$2.4K | 0.11% | 121 |
|
2024
Q1 | $696K | Buy |
14,638
+723
| +5% | +$34.4K | 0.12% | 120 |
|
2023
Q4 | $592K | Buy |
13,915
+333
| +2% | +$14.2K | 0.12% | 117 |
|
2023
Q3 | $573K | Sell |
13,582
-1,149
| -8% | -$48.5K | 0.13% | 121 |
|
2023
Q2 | $578K | Buy |
14,731
+421
| +3% | +$16.5K | 0.14% | 114 |
|
2023
Q1 | $553K | Buy |
14,310
+2,480
| +21% | +$95.9K | 0.22% | 82 |
|
2022
Q4 | $464K | Buy |
11,830
+890
| +8% | +$34.9K | 0.19% | 83 |
|
2022
Q3 | $415K | Buy |
10,940
+764
| +8% | +$29K | 0.19% | 90 |
|
2022
Q2 | $366K | Buy |
10,176
+2,402
| +31% | +$86.4K | 0.16% | 84 |
|
2022
Q1 | $296K | Buy |
+7,774
| New | +$296K | 0.11% | 106 |
|