SWM
Sculati Wealth Management’s Alerian MLP ETF AMLP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.73M | Sell |
55,946
-2,010
| -3% | -$98.2K | 1.03% | 32 |
|
|
2025
Q1 | $3.01M | Buy |
57,956
+351
| +0.6% | +$18.2K | 1.22% | 24 |
|
|
2024
Q4 | $2.77M | Sell |
57,605
-1,838
| -3% | -$88.5K | 1.1% | 26 |
|
|
2024
Q3 | $2.8M | Buy |
59,443
+8
| +0% | +$377 | 1.12% | 24 |
|
|
2024
Q2 | $2.85M | Sell |
59,435
-12
| -0% | -$576 | 1.22% | 24 |
|
|
2024
Q1 | $2.82M | Buy |
59,447
+960
| +2% | +$45.6K | 1.22% | 27 |
|
|
2023
Q4 | $2.49M | Buy |
58,487
+45
| +0.1% | +$1.91K | 1.16% | 30 |
|
|
2023
Q3 | $2.47M | Buy |
58,442
+2,453
| +4% | +$104K | 1.26% | 26 |
|
|
2023
Q2 | $2.2M | Buy |
55,989
+249
| +0.4% | +$9.76K | 1.1% | 28 |
|
|
2023
Q1 | $2.15M | Buy |
55,740
+2,523
| +5% | +$97.5K | 1.14% | 28 |
|
|
2022
Q4 | $2.03M | Buy |
53,217
+3,109
| +6% | +$118K | 1.14% | 29 |
|
|
2022
Q3 | $1.83M | Buy |
50,108
+990
| +2% | +$36.2K | 1.08% | 29 |
|
|
2022
Q2 | $1.69M | Buy |
49,118
+975
| +2% | +$33.6K | 0.97% | 35 |
|
|
2022
Q1 | $1.84M | Buy |
48,143
+4,970
| +12% | +$190K | 0.9% | 35 |
|
|
2021
Q4 | $1.41M | Buy |
43,173
+2,658
| +7% | +$87K | 0.68% | 44 |
|
|
2021
Q3 | $1.35M | Buy |
40,515
+1,555
| +4% | +$51.8K | 0.72% | 44 |
|
|
2021
Q2 | $1.42M | Buy |
38,960
+2,082
| +6% | +$75.8K | 0.75% | 43 |
|
|
2021
Q1 | $1.13M | Buy |
36,878
+6,794
| +23% | +$207K | 0.65% | 49 |
|
|
2020
Q4 | $772K | Buy |
30,084
+7,517
| +33% | +$193K | 0.51% | 52 |
|
|
2020
Q3 | $451K | Buy |
22,567
+8,659
| +62% | +$173K | 0.34% | 68 |
|
|
2020
Q2 | $343K | Sell |
13,908
-55,546
| -80% | -$1.37M | 0.29% | 72 |
|
|
2020
Q1 | $239K | Buy |
69,454
+12,034
| +21% | +$41.4K | 0.26% | 77 |
|
|
2019
Q4 | $488K | Buy |
+57,420
| New | +$488K | 0.44% | 62 |
|