SWA
Strategies Wealth Advisors’s Alerian MLP ETF AMLP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-32,209
| Closed | -$1.26M | – | 79 |
|
|
2023
Q2 | $1.26M | Buy |
32,209
+699
| +2% | +$27.4K | 0.26% | 39 |
|
|
2023
Q1 | $1.22M | Buy |
31,510
+588
| +2% | +$22.7K | 0.27% | 38 |
|
|
2022
Q4 | $1.18M | Buy |
+30,922
| New | +$1.18M | 0.29% | 37 |
|
|
2022
Q2 | $1.03M | Buy |
29,807
+14,667
| +97% | +$505K | 0.29% | 40 |
|
|
2022
Q1 | $580K | Sell |
15,140
-61,494
| -80% | -$2.36M | 0.16% | 51 |
|
|
2021
Q4 | $2.51M | Buy |
+76,634
| New | +$2.51M | 0.7% | 26 |
|