TWM
Torch Wealth Management’s Alerian MLP ETF AMLP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-160,875
| Closed | -$1.94M | – | 97 |
|
|
2015
Q4 | $1.94M | Sell |
160,875
-13,600
| -8% | -$164K | 1.42% | 25 |
|
|
2015
Q3 | $2.18M | Buy |
174,475
+2,925
| +2% | +$36.5K | 1.68% | 17 |
|
|
2015
Q2 | $2.67M | Buy |
+171,550
| New | +$2.67M | 1.85% | 12 |
|
|
2014
Q4 | – | Sell |
-141,475
| Closed | -$2.71M | – | 89 |
|
|
2014
Q3 | $2.71M | Buy |
141,475
+600
| +0.4% | +$11.5K | 1.99% | 10 |
|
|
2014
Q2 | $2.68M | Buy |
140,875
+500
| +0.4% | +$9.5K | 1.82% | 12 |
|
|
2014
Q1 | $2.48M | Buy |
140,375
+5,550
| +4% | +$98K | 1.8% | 13 |
|
|
2013
Q4 | $2.4M | Buy |
+134,825
| New | +$2.4M | 1.83% | 13 |
|