TWM
TCFG Wealth Management’s Alerian MLP ETF AMLP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.19M | Sell |
24,263
-6,565
| -21% | -$321K | 0.54% | 41 |
|
|
2025
Q1 | $1.6M | Buy |
30,828
+4,500
| +17% | +$234K | 0.8% | 27 |
|
|
2024
Q4 | $1.27M | Sell |
26,328
-1,525
| -5% | -$73.4K | 0.64% | 32 |
|
|
2024
Q3 | $1.31M | Buy |
+27,853
| New | +$1.31M | 0.66% | 37 |
|