Waldron Private Wealth LLC ALERIAN MLP ETF Transaction History

Waldron Private Wealth LLC

  • $2.4 Billion
  • Q3 2024

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2020

Aug 11, 2020
SELL
N/A
-48,314 Closed
0 $0
Q1 2020

May 05, 2020
SELL
N/A
-35,848 Reduced 42.59%
48,314 $166,000
Q4 2019

Feb 07, 2020
BUY
N/A
25,509 Added 43.49%
84,162 $715,000
Q3 2019

Nov 06, 2019
SELL
N/A
-66,677 Reduced 53.2%
58,653 $536,000
Q2 2019

Jul 31, 2019
BUY
N/A
13,292 Added 11.86%
125,330 $1.23 Million
Q1 2019

May 01, 2019
SELL
N/A
-147,058 Closed
0 $0
Q4 2018

Feb 13, 2019
BUY
N/A
90,668 Added 160.79%
147,058 $1.28 Million
Q3 2018

Nov 20, 2018
SELL
N/A
-2,741 Reduced 4.64%
56,390 $602,000
Q4 2017

Jan 26, 2018
BUY
N/A
426 Added 0.73%
59,131 $638,000
Q3 2017

Nov 08, 2017
BUY
N/A
20,690 Added 54.43%
58,705 $658,000
Q2 2017

Aug 14, 2017
BUY
N/A
38,015
38,015 $454,000
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