Avidian Wealth Enterprises’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 | $1.21M | Buy |
24,748
+7,863
| +47% | +$384K | 0.05% | 181 |
|
|
2025
Q1 | $877K | Sell |
16,885
-105
| -0.6% | -$5.45K | 0.04% | 214 |
|
|
2024
Q4 | $818K | Buy |
16,990
+771
| +5% | +$37.1K | 0.04% | 218 |
|
|
2024
Q3 | $764K | Buy |
16,219
+265
| +2% | +$12.5K | 0.03% | 223 |
|
|
2024
Q2 | $765K | Buy |
15,954
+2,813
| +21% | +$135K | 0.03% | 210 |
|
|
2024
Q1 | $624K | Sell |
13,141
-1,341
| -9% | -$63.6K | 0.03% | 229 |
|
|
2023
Q4 | $616K | Buy |
14,482
+589
| +4% | +$25K | 0.04% | 224 |
|
|
2023
Q3 | $586K | Buy |
13,893
+793
| +6% | +$33.5K | 0.04% | 229 |
|
|
2023
Q2 | $514K | Buy |
13,100
+1,128
| +9% | +$44.2K | 0.03% | 260 |
|
|
2023
Q1 | $463K | Buy |
11,972
+104
| +0.9% | +$4.02K | 0.03% | 303 |
|
|
2022
Q4 | $452K | Buy |
11,868
+6,264
| +112% | +$238K | 0.03% | 290 |
|
|
2022
Q3 | $205K | Buy |
+5,604
| New | +$205K | 0.01% | 391 |
|
|
2017
Q1 | – | Sell |
-2,515
| Closed | -$158K | – | 86 |
|
|
2016
Q4 | $158K | Buy |
2,515
+284
| +13% | +$17.8K | 0.07% | 81 |
|
|
2016
Q3 | $142K | Hold |
2,231
| – | – | 0.06% | 73 |
|
|
2016
Q2 | $142 | Sell |
2,231
-942
| -30% | -$60 | 0.05% | 68 |
|
|
2016
Q1 | $173K | Buy |
+3,173
| New | +$173K | 0.09% | 78 |
|
|
2015
Q4 | – | Sell |
-2,287
| Closed | -$143K | – | 51 |
|
|
2015
Q3 | $143K | Buy |
2,287
+248
| +12% | +$15.5K | 0.09% | 31 |
|
|
2015
Q2 | $159K | Buy |
+2,039
| New | +$159K | 0.07% | 37 |
|