PWA
Primoris Wealth Advisors’s Alerian MLP ETF AMLP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-39,212
| Closed | -$1.89M | – | 96 |
|
|
2024
Q4 | $1.89M | Buy |
39,212
+4,907
| +14% | +$236K | 1.44% | 24 |
|
|
2024
Q3 | $1.62M | Sell |
34,305
-7,031
| -17% | -$331K | 1.17% | 30 |
|
|
2024
Q2 | $1.98M | Buy |
41,336
+12,198
| +42% | +$585K | 1.58% | 18 |
|
|
2024
Q1 | $1.36M | Buy |
29,138
+7,399
| +34% | +$345K | 1.09% | 32 |
|
|
2023
Q4 | $924K | Buy |
+21,739
| New | +$924K | 0.87% | 38 |
|