OWA
Opal 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 | $403K | Buy |
8,246
+3
| +0% | +$147 | 0.11% | 97 |
|
|
2025
Q1 | $428K | Sell |
8,243
-488
| -6% | -$25.3K | 0.13% | 94 |
|
|
2024
Q4 | $420K | Sell |
8,731
-436
| -5% | -$21K | 0.13% | 100 |
|
|
2024
Q3 | $432K | Buy |
9,167
+242
| +3% | +$11.4K | 0.14% | 89 |
|
|
2024
Q2 | $428K | Buy |
8,925
+65
| +0.7% | +$3.12K | 0.14% | 85 |
|
|
2024
Q1 | $420K | Buy |
8,860
+494
| +6% | +$23.4K | 0.14% | 94 |
|
|
2023
Q4 | $356K | Hold |
8,366
| – | – | 0.14% | 111 |
|
|
2023
Q3 | $353K | Buy |
8,366
+968
| +13% | +$40.9K | 0.21% | 83 |
|
|
2023
Q2 | $290K | Buy |
7,398
+212
| +3% | +$8.31K | 0.14% | 100 |
|
|
2023
Q1 | $278K | Buy |
+7,186
| New | +$278K | 0.16% | 81 |
|
|
2022
Q2 | – | Sell |
-6,029
| Closed | -$231K | – | 112 |
|
|
2022
Q1 | $231K | Buy |
+6,029
| New | +$231K | 0.2% | 87 |
|
|
2021
Q3 | – | Sell |
-5,724
| Closed | -$208K | – | 84 |
|
|
2021
Q2 | $208K | Buy |
+5,724
| New | +$208K | 0.19% | 78 |
|