WWM
Whalen 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 | $697K | Buy |
+14,268
| New | +$697K | 0.44% | 61 |
|
|
2025
Q1 | – | Sell |
-22,450
| Closed | -$1.08M | – | 119 |
|
|
2024
Q4 | $1.08M | Buy |
22,450
+281
| +1% | +$13.5K | 0.75% | 24 |
|
|
2024
Q3 | $1.04M | Sell |
22,169
-977
| -4% | -$46K | 0.74% | 28 |
|
|
2024
Q2 | $1.11M | Sell |
23,146
-1,296
| -5% | -$62.2K | 0.88% | 25 |
|
|
2024
Q1 | $1.16M | Buy |
+24,442
| New | +$1.16M | 0.86% | 22 |
|