RWA Wealth Partners’s Alerian MLP ETF AMLP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$849K Sell
17,371
-940
-5% -$45.9K 0.01% 353
2025
Q1
$951K Sell
18,311
-4,679
-20% -$243K 0.01% 329
2024
Q4
$1.11M Hold
22,990
0.01% 307
2024
Q3
$1.08M Sell
22,990
-220
-0.9% -$10.4K 0.01% 315
2024
Q2
$1.11M Sell
23,210
-670
-3% -$32.1K 0.01% 286
2024
Q1
$1.13M Hold
23,880
0.02% 290
2023
Q4
$1.02M Hold
23,880
0.01% 288
2023
Q3
$1.01M Sell
23,880
-3,250
-12% -$137K 0.02% 192
2023
Q2
$1.06M Buy
+27,130
New +$1.06M 0.02% 166
2017
Q3
Sell
-2,275
Closed -$136K 238
2017
Q2
$136K Sell
2,275
-102,796
-98% -$6.15M 0.02% 182
2017
Q1
$6.68M Buy
+105,071
New +$6.68M 0.88% 25