Axxcess Wealth Management’s Alerian MLP ETF AMLP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.37M | Buy |
28,111
+5,573
| +25% | +$272K | 0.03% | 352 |
|
|
2025
Q1 | $1.17M | Buy |
22,538
+11,706
| +108% | +$608K | 0.03% | 355 |
|
|
2024
Q4 | $522K | Sell |
10,832
-24,095
| -69% | -$1.16M | 0.01% | 533 |
|
|
2024
Q3 | $1.65M | Buy |
34,927
+854
| +3% | +$40.2K | 0.04% | 301 |
|
|
2024
Q2 | $1.63M | Sell |
34,073
-12,962
| -28% | -$622K | 0.04% | 289 |
|
|
2024
Q1 | $2.23M | Buy |
47,035
+4,049
| +9% | +$192K | 0.06% | 231 |
|
|
2023
Q4 | $1.83M | Sell |
42,986
-946
| -2% | -$40.2K | 0.05% | 258 |
|
|
2023
Q3 | $1.85M | Buy |
43,932
+17,785
| +68% | +$751K | 0.06% | 219 |
|
|
2023
Q2 | $1.03M | Sell |
26,147
-16,227
| -38% | -$636K | 0.07% | 225 |
|
|
2023
Q1 | $1.64M | Buy |
42,374
+18,888
| +80% | +$730K | 0.12% | 160 |
|
|
2022
Q4 | $894K | Buy |
23,486
+16,639
| +243% | +$633K | 0.07% | 242 |
|
|
2022
Q3 | $250K | Sell |
6,847
-7,560
| -52% | -$276K | 0.02% | 443 |
|
|
2022
Q2 | $496K | Buy |
+14,407
| New | +$496K | 0.05% | 301 |
|