SWA
Sax 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 | $762K | Buy |
15,589
+8,350
| +115% | +$408K | 0.05% | 204 |
|
|
2025
Q1 | $376K | Buy |
7,239
+2,170
| +43% | +$113K | 0.03% | 258 |
|
|
2024
Q4 | $244K | Buy |
5,069
+676
| +15% | +$32.6K | 0.02% | 295 |
|
|
2024
Q3 | $207K | Buy |
+4,393
| New | +$207K | 0.02% | 275 |
|