WANY
Wealthspire Advisors (New York)’s Alerian MLP ETF AMLP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.93M | Buy |
80,352
+30,486
| +61% | +$1.49M | 0.02% | 180 |
|
|
2025
Q1 | $2.59M | Sell |
49,866
-29,959
| -38% | -$1.56M | 0.02% | 236 |
|
|
2024
Q4 | $3.84M | Sell |
79,825
-26
| -0% | -$1.25K | 0.04% | 166 |
|
|
2024
Q3 | $3.76M | Sell |
79,851
-8,377
| -9% | -$395K | 0.04% | 166 |
|
|
2024
Q2 | $4.23M | Buy |
88,228
+288
| +0.3% | +$13.8K | 0.05% | 127 |
|
|
2024
Q1 | $4.17M | Sell |
87,940
-21,988
| -20% | -$1.04M | 0.06% | 126 |
|
|
2023
Q4 | $4.67M | Sell |
109,928
-41,230
| -27% | -$1.75M | 0.07% | 114 |
|
|
2023
Q3 | $6.38M | Buy |
151,158
+63,071
| +72% | +$2.66M | 0.11% | 92 |
|
|
2023
Q2 | $3.45M | Buy |
88,087
+7,656
| +10% | +$300K | 0.06% | 112 |
|
|
2023
Q1 | $3.11M | Sell |
80,431
-3,234
| -4% | -$125K | 0.05% | 118 |
|
|
2022
Q4 | $3.19M | Buy |
83,665
+2,389
| +3% | +$90.9K | 0.06% | 120 |
|
|
2022
Q3 | $2.97M | Buy |
81,276
+34,526
| +74% | +$1.26M | 0.06% | 116 |
|
|
2022
Q2 | $1.61M | Buy |
+46,750
| New | +$1.61M | 0.03% | 159 |
|
|
2021
Q4 | – | Sell |
-54,485
| Closed | -$1.82M | – | 538 |
|
|
2021
Q3 | $1.82M | Buy |
+54,485
| New | +$1.82M | 0.04% | 174 |
|
|
2019
Q1 | – | Sell |
-35
| Closed | – | – | 85 |
|
|
2018
Q4 | $0 | Buy |
+35
| New | – | ﹤0.01% | 876 |
|