Buckley 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
Q2 | – | Sell |
-5,920
| Closed | -$102K | – | 123 |
|
|
2020
Q1 | $102K | Hold |
5,920
| – | – | 0.06% | 118 |
|
|
2019
Q4 | $252K | Hold |
5,920
| – | – | 0.11% | 120 |
|
|
2019
Q3 | $271K | Hold |
5,920
| – | – | 0.13% | 120 |
|
|
2019
Q2 | $292K | Hold |
5,920
| – | – | 0.14% | 128 |
|
|
2019
Q1 | $297K | Sell |
5,920
-40
| -0.7% | -$2.01K | 0.14% | 121 |
|
|
2018
Q4 | $260K | Sell |
5,960
-307
| -5% | -$13.4K | 0.13% | 125 |
|
|
2018
Q3 | $335K | Sell |
6,267
-60
| -0.9% | -$3.21K | 0.15% | 126 |
|
|
2018
Q2 | $320K | Sell |
6,327
-10,812
| -63% | -$547K | 0.15% | 124 |
|
|
2018
Q1 | $803K | Sell |
17,139
-11,487
| -40% | -$538K | 0.4% | 52 |
|
|
2017
Q4 | $1.54M | Buy |
+28,626
| New | +$1.54M | 0.77% | 34 |
|