Brickley Wealth Management’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
Q1 | – | Sell |
-14,920
| Closed | -$634K | – | 38 |
|
2019
Q4 | $634K | Hold |
14,920
| – | – | 0.23% | 25 |
|
2019
Q3 | $682K | Hold |
14,920
| – | – | 0.28% | 24 |
|
2019
Q2 | $735K | Hold |
14,920
| – | – | 0.31% | 22 |
|
2019
Q1 | $748K | Hold |
14,920
| – | – | 0.33% | 24 |
|
2018
Q4 | $651K | Hold |
14,920
| – | – | 0.32% | 24 |
|
2018
Q3 | $797K | Buy |
+14,920
| New | +$797K | 0.38% | 24 |
|