WLPWM
Walled Lake Planning & 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 | $204K | Hold |
4,185
| – | – | 0.07% | 134 |
|
|
2025
Q1 | $217K | Hold |
4,185
| – | – | 0.08% | 124 |
|
|
2024
Q4 | $202K | Sell |
4,185
-465
| -10% | -$22.4K | 0.08% | 126 |
|
|
2024
Q3 | $219K | Hold |
4,650
| – | – | 0.08% | 120 |
|
|
2024
Q2 | $223K | Hold |
4,650
| – | – | 0.09% | 105 |
|
|
2024
Q1 | $221K | Buy |
+4,650
| New | +$221K | 0.09% | 100 |
|
|
2021
Q1 | – | Sell |
-213
| Closed | -$5K | – | 312 |
|
|
2020
Q4 | $5K | Sell |
213
-201
| -49% | -$4.72K | ﹤0.01% | 244 |
|
|
2020
Q3 | $8K | Buy |
414
+12
| +3% | +$232 | 0.01% | 223 |
|
|
2020
Q2 | $10K | Sell |
402
-1,549
| -79% | -$38.5K | 0.01% | 195 |
|
|
2020
Q1 | $7K | Buy |
+1,951
| New | +$7K | 0.01% | 203 |
|