Beaumont Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $490K | Buy |
10,026
+358
| +4% | +$17.5K | 0.04% | 226 |
|
|
2025
Q1 | $502K | Buy |
+9,668
| New | +$502K | 0.04% | 214 |
|
|
2024
Q3 | – | Sell |
-10,393
| Closed | -$499K | – | 351 |
|
|
2024
Q2 | $499K | Buy |
10,393
+1,294
| +14% | +$62.1K | 0.04% | 209 |
|
|
2024
Q1 | $432K | Buy |
9,099
+355
| +4% | +$16.8K | 0.04% | 224 |
|
|
2023
Q4 | $372K | Buy |
8,744
+161
| +2% | +$6.85K | 0.03% | 231 |
|
|
2023
Q3 | $362K | Buy |
8,583
+455
| +6% | +$19.2K | 0.04% | 221 |
|
|
2023
Q2 | $319K | Buy |
8,128
+6
| +0.1% | +$235 | 0.03% | 260 |
|
|
2023
Q1 | $314K | Buy |
+8,122
| New | +$314K | 0.03% | 240 |
|
|
2020
Q1 | – | Sell |
-3,926
| Closed | -$167K | – | 238 |
|
|
2019
Q4 | $167K | Buy |
+3,926
| New | +$167K | 0.02% | 273 |
|