WOSD
WFA of San Diego’s Alerian MLP ETF AMLP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.8K | Buy |
+180
| New | +$8.8K | 0.01% | 331 |
|
|
2024
Q3 | $9.43K | Hold |
200
| – | – | 0.01% | 287 |
|
|
2024
Q2 | $9.6K | Buy |
+200
| New | +$9.6K | 0.01% | 284 |
|
|
2023
Q3 | $12.7K | Hold |
300
| – | – | 0.01% | 267 |
|
|
2023
Q2 | $11.8K | Buy |
+300
| New | +$11.8K | 0.01% | 269 |
|
|
2020
Q3 | – | Sell |
-45,260
| Closed | -$388K | – | 81 |
|
|
2020
Q2 | $388K | Buy |
+45,260
| New | +$388K | 0.09% | 181 |
|