9258 Wealth Management’s Alerian MLP ETF AMLP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $419K | Buy |
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|
2024
Q2 | $425K | Sell |
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|
2024
Q1 | $426K | Sell |
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|
2023
Q4 | $387K | Sell |
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|
2023
Q3 | $384K | Buy |
|
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|
2023
Q2 | $341K | Hold |
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|
2023
Q1 | $336K | Hold |
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|
2022
Q4 | $331K | Buy |
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|
2022
Q3 | $296K | Hold |
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|
2022
Q2 | $278K | Hold |
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|
2022
Q1 | $310K | Hold |
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|
2021
Q4 | $265K | Buy |
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|
2021
Q3 | $209K | Buy |
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|
2021
Q2 | $221K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $92K | Buy |
|