Spire Wealth Management’s iPath S&P MLP ETN IMLP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
Sell
-315
Closed -$5K 2434
2022
Q3
$5K Buy
315
+5
+2% +$75 ﹤0.01% 1768
2022
Q2
$4K Buy
310
+6
+2% +$92 ﹤0.01% 2237
2022
Q1
$5K Buy
304
+4
+1% +$56 ﹤0.01% 2258
2021
Q4
$4K Hold
300
﹤0.01% 2664
2021
Q3
$4K Hold
300
﹤0.01% 2366
2021
Q2
$4K Hold
300
﹤0.01% 2391
2021
Q1
$3K Buy
+300
New +$3.28K ﹤0.01% 2802

Spire Wealth Management's IMLP Position: Q4 2022 in Review

Spire Wealth Management sold out of iPath S&P MLP ETN (IMLP) in Q4 2022, closing a stake of 315 shares — an estimated $5K sold.

Spire Wealth Management first reported a position in IMLP in Q1 2021 and held it in 7 quarters. The position peaked at $5K in Q3 2022. 0 funds tracked by Wall St. Rank hold IMLP as of Q4 2022.

  • Spire Wealth Management reported no remaining iPath S&P MLP ETN position as of Q4 2022 after selling out during the quarter.
  • Spire Wealth Management sold 315 iPath S&P MLP ETN shares in Q4 2022, an estimated $5K.
  • Spire Wealth Management first reported a position in iPath S&P MLP ETN in Q1 2021 and held it in 7 quarters.
  • Spire Wealth Management's iPath S&P MLP ETN position peaked at $5K in Q3 2022.
  • 0 funds tracked by Wall St. Rank held iPath S&P MLP ETN as of Q4 2022.

Based on Spire Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.