SWA
Stratos 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 | $1.1M | Buy |
+22,498
| New | +$1.1M | 0.06% | 294 |
|
|
2024
Q4 | – | Sell |
-56,975
| Closed | -$2.69M | – | 714 |
|
|
2024
Q3 | $2.69M | Buy |
56,975
+1,627
| +3% | +$76.7K | 0.12% | 181 |
|
|
2024
Q2 | $2.66M | Buy |
+55,348
| New | +$2.66M | 0.13% | 161 |
|
|
2022
Q2 | – | Sell |
-11,775
| Closed | -$451K | – | 504 |
|
|
2022
Q1 | $451K | Buy |
+11,775
| New | +$451K | 0.04% | 390 |
|
|
2021
Q3 | – | Sell |
-17,362
| Closed | -$632K | – | 498 |
|
|
2021
Q2 | $632K | Sell |
17,362
-46,645
| -73% | -$1.7M | 0.06% | 318 |
|
|
2021
Q1 | $1.95M | Sell |
64,007
-81,784
| -56% | -$2.49M | 0.21% | 128 |
|
|
2020
Q4 | $3.74M | Buy |
+145,791
| New | +$3.74M | 0.52% | 49 |
|
|
2020
Q3 | – | Sell |
-14,327
| Closed | -$354K | – | 304 |
|
|
2020
Q2 | $354K | Buy |
+14,327
| New | +$354K | 0.11% | 183 |
|
|
2019
Q4 | – | Sell |
-11,465
| Closed | -$105K | – | 166 |
|
|
2019
Q3 | $105K | Sell |
11,465
-783
| -6% | -$7.17K | 0.04% | 245 |
|
|
2019
Q2 | $121K | Buy |
12,248
+211
| +2% | +$2.09K | 0.05% | 229 |
|
|
2019
Q1 | $121K | Sell |
12,037
-20,889
| -63% | -$210K | 0.07% | 211 |
|
|
2018
Q4 | $287K | Buy |
+32,926
| New | +$287K | 0.19% | 141 |
|