Arkadios Wealth Advisors’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 | $1.09M | Buy |
22,379
+5,657
| +34% | +$276K | 0.03% | 532 |
|
|
2025
Q1 | $869K | Buy |
16,722
+9,356
| +127% | +$486K | 0.03% | 504 |
|
|
2024
Q4 | $355K | Buy |
7,366
+25
| +0.3% | +$1.2K | 0.02% | 666 |
|
|
2024
Q3 | $346K | Buy |
7,341
+2,933
| +67% | +$138K | 0.02% | 660 |
|
|
2024
Q2 | $211K | Buy |
+4,408
| New | +$211K | 0.01% | 747 |
|
|
2021
Q4 | – | Sell |
-1,025
| Closed | -$34K | – | 618 |
|
|
2021
Q3 | $34K | Sell |
1,025
-651
| -39% | -$21.6K | ﹤0.01% | 1012 |
|
|
2021
Q2 | $61K | Buy |
1,676
+568
| +51% | +$20.7K | 0.01% | 858 |
|
|
2021
Q1 | $33K | Sell |
1,108
-910
| -45% | -$27.1K | 0.01% | 809 |
|
|
2020
Q4 | $51K | Buy |
2,018
+210
| +12% | +$5.31K | 0.01% | 556 |
|
|
2020
Q3 | $39.4K | Sell |
1,808
-690
| -28% | -$15K | 0.02% | 455 |
|
|
2020
Q2 | $56.5K | Buy |
2,498
+1,350
| +118% | +$30.5K | 0.03% | 356 |
|
|
2020
Q1 | $19.7K | Sell |
1,148
-500
| -30% | -$8.6K | 0.01% | 491 |
|
|
2019
Q4 | $64.6K | Buy |
+1,648
| New | +$64.6K | 0.04% | 285 |
|