SWS Partners’s Alerian MLP ETF AMLP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,544
| Closed | -$74.1K | – | 120 |
|
|
2024
Q2 | $74.1K | Buy |
+1,544
| New | +$74.1K | 0.02% | 145 |
|
|
2020
Q2 | – | Sell |
-5,226
| Closed | -$90K | – | 75 |
|
|
2020
Q1 | $90K | Buy |
+5,226
| New | +$90K | 0.06% | 111 |
|
|
2019
Q3 | – | Sell |
-2,409
| Closed | -$120K | – | 115 |
|
|
2019
Q2 | $120K | Buy |
+2,409
| New | +$120K | 0.08% | 119 |
|
|
2018
Q4 | $112K | Sell |
2,569
-542
| -17% | -$23.6K | 0.08% | 100 |
|
|
2018
Q3 | $166K | Sell |
3,111
-114
| -4% | -$6.08K | 0.11% | 101 |
|
|
2018
Q2 | $163K | Sell |
3,225
-240
| -7% | -$12.1K | 0.11% | 98 |
|
|
2018
Q1 | $161K | Buy |
3,465
+2,755
| +388% | +$128K | 0.12% | 73 |
|
|
2017
Q4 | $38K | Buy |
+710
| New | +$38K | 0.03% | 170 |
|