VWM
Valley Wealth Managers’s Alerian MLP ETF AMLP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-32,769
| Closed | -$323K | – | 191 |
|
|
2019
Q2 | $323K | Sell |
32,769
-138,940
| -81% | -$1.37M | 0.03% | 163 |
|
|
2019
Q1 | $1.72M | Buy |
171,709
+143,098
| +500% | +$1.44M | 0.19% | 90 |
|
|
2018
Q4 | $250K | Buy |
+28,611
| New | +$250K | 0.03% | 148 |
|
|
2017
Q2 | – | Sell |
-2,000
| Closed | -$25K | – | 129 |
|
|
2017
Q1 | $25K | Hold |
2,000
| – | – | ﹤0.01% | 153 |
|
|
2016
Q4 | $25K | Hold |
2,000
| – | – | ﹤0.01% | 154 |
|
|
2016
Q3 | $25K | Hold |
2,000
| – | – | ﹤0.01% | 152 |
|
|
2016
Q2 | $25K | Buy |
+2,000
| New | +$25K | ﹤0.01% | 159 |
|