PPWP
Premier Path Wealth Partners’s Alerian MLP ETF AMLP Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $227K | Sell |
4,639
-186
| -4% | -$9.09K | 0.03% | 364 |
|
2025
Q1 | $251K | Buy |
+4,825
| New | +$251K | 0.04% | 330 |
|
2024
Q3 | – | Sell |
-4,338
| Closed | -$208K | – | 366 |
|
2024
Q2 | $208K | Sell |
4,338
-780
| -15% | -$37.4K | 0.04% | 349 |
|
2024
Q1 | $243K | Buy |
5,118
+95
| +2% | +$4.51K | 0.05% | 302 |
|
2023
Q4 | $214K | Buy |
+5,023
| New | +$214K | 0.05% | 315 |
|