Burleson & Co’s Alerian MLP ETF AMLP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-20,000
| Closed | -$868K | – | 120 |
|
|
2019
Q3 | $868K | Buy |
+20,000
| New | +$868K | 0.3% | 70 |
|
|
2018
Q2 | – | Sell |
-134,377
| Closed | -$6.3M | – | 107 |
|
|
2018
Q1 | $6.3M | Buy |
134,377
+63,368
| +89% | +$2.97M | 4.11% | 6 |
|
|
2017
Q4 | $3.83M | Buy |
+71,009
| New | +$3.83M | 2.47% | 9 |
|