Avantax Planning Partners’s Alerian MLP ETF AMLP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-22,214
| Closed | -$1.02M | – | 306 |
|
|
2019
Q3 | $1.02M | Buy |
22,214
+6,188
| +39% | +$283K | 0.06% | 107 |
|
|
2019
Q2 | $802K | Sell |
16,026
-1,869
| -10% | -$93.5K | 0.05% | 123 |
|
|
2019
Q1 | $897K | Buy |
17,895
+7,803
| +77% | +$391K | 0.06% | 109 |
|
|
2018
Q4 | $441K | Sell |
10,092
-5,537
| -35% | -$242K | 0.03% | 158 |
|
|
2018
Q3 | $835K | Buy |
15,629
+1,040
| +7% | +$55.6K | 0.07% | 98 |
|
|
2018
Q2 | $737K | Buy |
14,589
+4,398
| +43% | +$222K | 0.07% | 103 |
|
|
2018
Q1 | $477K | Buy |
10,191
+1,019
| +11% | +$47.7K | 0.04% | 178 |
|
|
2017
Q4 | $495K | Buy |
9,172
+1,542
| +20% | +$83.2K | 0.05% | 170 |
|
|
2017
Q3 | $428K | Sell |
7,630
-832
| -10% | -$46.7K | 0.03% | 223 |
|
|
2017
Q2 | $506K | Buy |
8,462
+1,675
| +25% | +$100K | 0.04% | 189 |
|
|
2017
Q1 | $431K | Buy |
6,787
+1,537
| +29% | +$97.6K | 0.04% | 197 |
|
|
2016
Q4 | $331K | Buy |
+5,250
| New | +$331K | 0.04% | 214 |
|