WMA
Wealth Management Associates’s Alerian MLP ETF AMLP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-20,089
| Closed | -$171K | – | 125 |
|
|
2019
Q4 | $171K | Sell |
20,089
-6,760
| -25% | -$57.5K | 0.12% | 146 |
|
|
2019
Q3 | $245K | Sell |
26,849
-866
| -3% | -$7.92K | 0.2% | 122 |
|
|
2019
Q2 | $273K | Buy |
27,715
+1,350
| +5% | +$13.3K | 0.27% | 76 |
|
|
2019
Q1 | $264K | Buy |
26,365
+165
| +0.6% | +$1.66K | 0.29% | 78 |
|
|
2018
Q4 | $229K | Buy |
+26,200
| New | +$229K | 0.31% | 75 |
|