Spire Wealth Management’s iPath S&P MLP ETN IMLP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-315
| Closed | -$5K | – | 2434 |
|
|
2022
Q3 | $5K | Buy |
315
+5
| +2% | +$79 | ﹤0.01% | 1767 |
|
|
2022
Q2 | $4K | Buy |
310
+6
| +2% | +$77 | ﹤0.01% | 2236 |
|
|
2022
Q1 | $5K | Buy |
304
+4
| +1% | +$66 | ﹤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 | +$3K | ﹤0.01% | 2802 |
|