TW
TrinityPoint Wealth’s Alerian MLP ETF AMLP Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q1 | – | Sell |
-41,703
| Closed | -$354K | – | 193 |
|
2019
Q4 | $354K | Sell |
41,703
-3,126
| -7% | -$26.5K | 0.12% | 156 |
|
2019
Q3 | $392K | Buy |
44,829
+30,264
| +208% | +$265K | 0.14% | 135 |
|
2019
Q2 | $147K | Sell |
14,565
-1,800
| -11% | -$18.2K | 0.07% | 167 |
|
2019
Q1 | $164K | Sell |
16,365
-3,000
| -15% | -$30.1K | 0.08% | 176 |
|
2018
Q4 | $169K | Buy |
+19,365
| New | +$169K | 0.1% | 161 |
|