Atticus 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-802
| Closed | -$39.2K | – | 217 |
|
|
2025
Q2 | $39.2K | Buy |
802
+45
| +6% | +$2.18K | 0.01% | 337 |
|
|
2025
Q1 | $39.3K | Sell |
757
-1,208
| -61% | -$62K | 0.01% | 251 |
|
|
2024
Q4 | $94.6K | Buy |
1,965
+8
| +0.4% | +$385 | 0.03% | 170 |
|
|
2024
Q3 | $92.2K | Buy |
1,957
+9
| +0.5% | +$426 | 0.03% | 175 |
|
|
2024
Q2 | $93.5K | Buy |
1,948
+348
| +22% | +$16.3K | 0.03% | 176 |
|
|
2024
Q1 | $76K | Buy |
1,600
+7
| +0.4% | +$314 | 0.02% | 197 |
|
|
2023
Q4 | $67.7K | Buy |
1,593
+8
| +0.5% | +$339 | 0.02% | 213 |
|
|
2023
Q3 | $66.9K | Buy |
1,585
+7
| +0.4% | +$287 | 0.03% | 215 |
|
|
2023
Q2 | $61.9K | Buy |
1,578
+8
| +0.5% | +$310 | 0.02% | 238 |
|
|
2023
Q1 | $60.7K | Buy |
1,570
+105
| +7% | +$4.12K | 0.02% | 230 |
|
|
2022
Q4 | $55.8K | Sell |
1,465
-630
| -30% | -$24.8K | 0.02% | 239 |
|
|
2022
Q3 | $72K | Hold |
2,095
| – | – | 0.03% | 198 |
|
|
2022
Q2 | $72K | Buy |
2,095
+295
| +16% | +$11.3K | 0.03% | 218 |
|
|
2022
Q1 | $69K | Buy |
1,800
+900
| +100% | +$33.1K | 0.03% | 220 |
|
|
2021
Q4 | $29K | Sell |
900
-580
| -39% | -$19.6K | 0.01% | 282 |
|
|
2021
Q3 | $49K | Buy |
1,480
+525
| +55% | +$17.5K | 0.02% | 236 |
|
|
2021
Q2 | $35K | Sell |
955
-345
| -27% | -$11.8K | 0.02% | 256 |
|
|
2021
Q1 | $40K | Buy |
1,300
+800
| +160% | +$23.4K | 0.02% | 230 |
|
|
2020
Q4 | $13K | Sell |
500
-800
| -62% | -$19.2K | 0.01% | 282 |
|
|
2020
Q3 | $26K | Sell |
1,300
-1,270
| -49% | -$29.4K | 0.02% | 213 |
|
|
2020
Q2 | $63K | Hold |
2,570
| – | – | 0.04% | 159 |
|
|
2020
Q1 | $44K | Buy |
2,570
+1,370
| +114% | +$46.4K | 0.04% | 173 |
|
|
2019
Q4 | $51K | Buy |
+1,200
| New | +$50.4K | 0.03% | 177 |
|
Other funds holding AMLP
AIM
