YWP
YorkBridge Wealth Partners’s Alerian MLP ETF AMLP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-7,150
| Closed | -$69K | – | 842 |
|
|
2018
Q1 | $69K | Sell |
7,150
-2,600
| -27% | -$25.1K | 0.03% | 333 |
|
|
2017
Q4 | $107K | Sell |
9,750
-1,000
| -9% | -$11K | 0.05% | 278 |
|
|
2017
Q3 | $121K | Sell |
10,750
-342
| -3% | -$3.85K | 0.06% | 236 |
|
|
2017
Q2 | $134K | Hold |
11,092
| – | – | 0.07% | 212 |
|
|
2017
Q1 | $140K | Sell |
11,092
-500
| -4% | -$6.31K | 0.07% | 201 |
|
|
2016
Q4 | $142K | Buy |
+11,592
| New | +$142K | 0.08% | 191 |
|