Berman Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-400
| Closed | -$7K | – | 1655 |
|
|
2020
Q3 | $7K | Sell |
400
-11
| -3% | -$193 | ﹤0.01% | 910 |
|
|
2020
Q2 | $10K | Sell |
411
-565
| -58% | -$13.7K | ﹤0.01% | 749 |
|
|
2020
Q1 | $16K | Hold |
976
| – | – | 0.01% | 543 |
|
|
2019
Q4 | $41K | Hold |
976
| – | – | 0.01% | 357 |
|
|
2019
Q3 | $44K | Sell |
976
-5,800
| -86% | -$261K | 0.01% | 328 |
|
|
2019
Q2 | $333K | Buy |
6,776
+5,800
| +594% | +$285K | 0.11% | 92 |
|
|
2019
Q1 | $48K | Hold |
976
| – | – | 0.02% | 275 |
|
|
2018
Q4 | $42K | Sell |
976
-2,235
| -70% | -$96.2K | 0.02% | 268 |
|
|
2018
Q3 | $171K | Buy |
3,211
+59
| +2% | +$3.14K | 0.07% | 101 |
|
|
2018
Q2 | $159K | Buy |
3,152
+62
| +2% | +$3.13K | 0.06% | 115 |
|
|
2018
Q1 | $145K | Buy |
3,090
+58
| +2% | +$2.72K | 0.06% | 108 |
|
|
2017
Q4 | $164K | Buy |
+3,032
| New | +$164K | 0.05% | 101 |
|