SWA
Sutton Wealth Advisors’s Alerian MLP ETF AMLP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,000
| Closed | -$38.1K | – | 838 |
|
|
2022
Q4 | $38.1K | Buy |
+1,000
| New | +$38.1K | 0.01% | 472 |
|
|
2018
Q4 | – | Sell |
-1,286
| Closed | -$13.7K | – | 1132 |
|
|
2018
Q3 | $13.7K | Buy |
+1,286
| New | +$13.7K | 0.01% | 709 |
|
|
2018
Q2 | – | Sell |
-60
| Closed | -$562 | – | 1130 |
|
|
2018
Q1 | $562 | Buy |
+60
| New | +$562 | ﹤0.01% | 1086 |
|
|
2017
Q4 | – | Sell |
-1,159
| Closed | -$13K | – | 1080 |
|
|
2017
Q3 | $13K | Hold |
1,159
| – | – | 0.01% | 695 |
|
|
2017
Q2 | $13.9K | Hold |
1,159
| – | – | 0.01% | 662 |
|
|
2017
Q1 | $14.7K | Hold |
1,159
| – | – | 0.01% | 612 |
|
|
2016
Q4 | $14.6K | Hold |
1,159
| – | – | 0.01% | 589 |
|
|
2016
Q3 | $14.7K | Buy |
+1,159
| New | +$14.7K | 0.01% | 554 |
|
|
2016
Q2 | – | Sell |
-2,990
| Closed | -$32.7K | – | 1026 |
|
|
2016
Q1 | $32.7K | Buy |
+2,990
| New | +$32.7K | 0.03% | 316 |
|