BDO Wealth Advisors’s Alerian MLP ETF AMLP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $30.7K | Hold |
783
| – | – | ﹤0.01% | 510 |
|
|
2023
Q1 | $30.3K | Sell |
783
-2,447
| -76% | -$94.6K | ﹤0.01% | 510 |
|
|
2022
Q4 | $123K | Hold |
3,230
| – | – | 0.02% | 308 |
|
|
2022
Q3 | $118K | Hold |
3,230
| – | – | 0.02% | 308 |
|
|
2022
Q2 | $111K | Hold |
3,230
| – | – | 0.01% | 312 |
|
|
2022
Q1 | $124K | Sell |
3,230
-300
| -8% | -$11.5K | 0.01% | 314 |
|
|
2021
Q4 | $116K | Hold |
3,530
| – | – | 0.01% | 336 |
|
|
2021
Q3 | $118K | Sell |
3,530
-928
| -21% | -$31K | 0.01% | 340 |
|
|
2021
Q2 | $162K | Hold |
4,458
| – | – | 0.02% | 318 |
|
|
2021
Q1 | $136K | Buy |
4,458
+4,408
| +8,816% | +$134K | 0.02% | 332 |
|
|
2020
Q4 | $1K | Buy |
+50
| New | +$1K | ﹤0.01% | 813 |
|
|
2018
Q2 | – | Sell |
-300
| Closed | -$14K | – | 641 |
|
|
2018
Q1 | $14K | Sell |
300
-200
| -40% | -$9.33K | 0.01% | 359 |
|
|
2017
Q4 | $27K | Sell |
500
-100
| -17% | -$5.4K | 0.01% | 252 |
|
|
2017
Q3 | $34K | Sell |
600
-200
| -25% | -$11.3K | 0.02% | 221 |
|
|
2017
Q2 | $48K | Buy |
+800
| New | +$48K | 0.02% | 237 |
|