SWA
SOA 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 | $262K | Sell |
261,798
-36,477
| -12% | -$36.5K | 0.05% | 175 |
|
|
2025
Q1 | $298K | Buy |
+298,275
| New | +$298K | 0.06% | 154 |
|
|
2021
Q3 | – | Sell |
-168
| Closed | -$6K | – | 887 |
|
|
2021
Q2 | $6K | Buy |
168
+3
| +2% | +$107 | ﹤0.01% | 638 |
|
|
2021
Q1 | $5K | Buy |
165
+4
| +2% | +$121 | ﹤0.01% | 610 |
|
|
2020
Q4 | $4K | Buy |
+161
| New | +$4K | ﹤0.01% | 622 |
|