QWM
QP Wealth Management’s Alerian MLP ETF AMLP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.11M | Buy |
+26,320
| New | +$1.11M | 1.94% | 17 |
|
|
2022
Q1 | – | Sell |
-16,515
| Closed | -$541K | – | 72 |
|
|
2021
Q4 | $541K | Buy |
+16,515
| New | +$541K | 0.57% | 43 |
|
|
2021
Q1 | – | Sell |
-15,680
| Closed | -$402K | – | 69 |
|
|
2020
Q4 | $402K | Buy |
+15,680
| New | +$402K | 0.44% | 40 |
|
|
2020
Q1 | – | Sell |
-11,700
| Closed | -$95K | – | 63 |
|
|
2019
Q4 | $95K | Buy |
+11,700
| New | +$95K | 0.12% | 84 |
|