Baldwin Wealth Partners’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 | $10.4M | Sell |
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2025
Q2 | $10.9M | Sell |
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2025
Q1 | $11.9M | Sell |
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2024
Q4 | $11.7M | Sell |
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2024
Q3 | $12.2M | Sell |
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2024
Q2 | $12.5M | Sell |
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2024
Q1 | $14.2M | Sell |
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2023
Q4 | $13M | Sell |
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2023
Q3 | $13M | Sell |
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2023
Q2 | $12.3M | Sell |
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2023
Q1 | $12.4M | Buy |
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2022
Q4 | $12.1M | Buy |
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2022
Q3 | $111K | Buy |
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2022
Q2 | $70K | Buy |
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2017
Q2 | – | Sell |
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2017
Q1 | $25K | Hold |
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2016
Q4 | $25K | Hold |
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2016
Q3 | $25K | Hold |
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2016
Q2 | $25K | Hold |
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2016
Q1 | $22K | Buy |
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2014
Q1 | – | Sell |
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2013
Q4 | $2.79M | Sell |
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2013
Q3 | $4.25M | Sell |
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2013
Q2 | $4.51M | Buy |
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