AE Wealth Management’s Alerian MLP ETF AMLP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $137K | Sell |
2,813
-809
| -22% | -$39.5K | ﹤0.01% | 1398 |
|
|
2025
Q1 | $188K | Buy |
3,622
+246
| +7% | +$12.8K | ﹤0.01% | 1295 |
|
|
2024
Q4 | $163K | Buy |
+3,376
| New | +$163K | ﹤0.01% | 1320 |
|
|
2024
Q1 | – | Sell |
-45,558
| Closed | -$2.04M | – | 1180 |
|
|
2023
Q4 | $2.04M | Buy |
45,558
+3,376
| +8% | +$151K | 0.01% | 897 |
|
|
2023
Q3 | $1.78M | Buy |
42,182
+26,608
| +171% | +$1.12M | 0.01% | 890 |
|
|
2023
Q2 | $611K | Sell |
15,574
-1,617
| -9% | -$63.4K | ﹤0.01% | 1280 |
|
|
2023
Q1 | $664K | Buy |
17,191
+1,025
| +6% | +$39.6K | ﹤0.01% | 1215 |
|
|
2022
Q4 | $615K | Buy |
16,166
+4,167
| +35% | +$159K | ﹤0.01% | 1190 |
|
|
2022
Q3 | $439K | Buy |
11,999
+2,490
| +26% | +$91.1K | ﹤0.01% | 1319 |
|
|
2022
Q2 | $328K | Buy |
9,509
+765
| +9% | +$26.4K | ﹤0.01% | 1397 |
|
|
2022
Q1 | $335K | Sell |
8,744
-329
| -4% | -$12.6K | ﹤0.01% | 1375 |
|
|
2021
Q4 | $297K | Buy |
9,073
+1,057
| +13% | +$34.6K | ﹤0.01% | 1451 |
|
|
2021
Q3 | $267K | Sell |
8,016
-2,613
| -25% | -$87K | ﹤0.01% | 1405 |
|
|
2021
Q2 | $387K | Buy |
+10,629
| New | +$387K | ﹤0.01% | 1230 |
|
|
2020
Q2 | – | Sell |
-4,004
| Closed | -$69K | – | 1247 |
|
|
2020
Q1 | $69K | Sell |
4,004
-413
| -9% | -$7.12K | ﹤0.01% | 1050 |
|
|
2019
Q4 | $188K | Sell |
4,417
-1,351
| -23% | -$57.5K | ﹤0.01% | 1062 |
|
|
2019
Q3 | $264K | Sell |
5,768
-3,898
| -40% | -$178K | 0.01% | 829 |
|
|
2019
Q2 | $476K | Sell |
9,666
-40,303
| -81% | -$1.98M | 0.01% | 601 |
|
|
2019
Q1 | $2.51M | Sell |
49,969
-5,277
| -10% | -$265K | 0.17% | 113 |
|
|
2018
Q4 | $2.41M | Buy |
55,246
+1,354
| +3% | +$59.1K | 0.41% | 61 |
|
|
2018
Q3 | $2.88M | Buy |
53,892
+5,098
| +10% | +$272K | 0.16% | 108 |
|
|
2018
Q2 | $2.46M | Buy |
48,794
+7,495
| +18% | +$378K | 0.17% | 90 |
|
|
2018
Q1 | $1.94M | Buy |
41,299
+7,211
| +21% | +$338K | 0.15% | 96 |
|
|
2017
Q4 | $1.84M | Buy |
34,088
+3,933
| +13% | +$212K | 0.16% | 99 |
|
|
2017
Q3 | $1.69M | Buy |
30,155
+6,297
| +26% | +$353K | 0.16% | 96 |
|
|
2017
Q2 | $1.43M | Buy |
23,858
+20,962
| +724% | +$1.25M | 0.17% | 109 |
|
|
2017
Q1 | $184K | Buy |
+2,896
| New | +$184K | 0.03% | 263 |
|