Cahill 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 | $330K | Buy |
6,762
+1,437
| +27% | +$70.2K | 0.04% | 222 |
|
|
2025
Q1 | $277K | Buy |
5,325
+964
| +22% | +$50.1K | 0.04% | 226 |
|
|
2024
Q4 | $210K | Buy |
+4,361
| New | +$210K | 0.03% | 251 |
|
|
2021
Q4 | – | Sell |
-1,758
| Closed | -$59K | – | 246 |
|
|
2021
Q3 | $59K | Buy |
+1,758
| New | +$59K | 0.01% | 320 |
|
|
2020
Q2 | – | Sell |
-8,650
| Closed | -$149K | – | 159 |
|
|
2020
Q1 | $149K | Buy |
8,650
+200
| +2% | +$3.45K | 0.07% | 143 |
|
|
2019
Q4 | $360K | Buy |
8,450
+550
| +7% | +$23.4K | 0.13% | 127 |
|
|
2019
Q3 | $362K | Buy |
7,900
+940
| +14% | +$43.1K | 0.14% | 120 |
|
|
2019
Q2 | $343K | Sell |
6,960
-1,097
| -14% | -$54.1K | 0.14% | 117 |
|
|
2019
Q1 | $405K | Buy |
8,057
+1,347
| +20% | +$67.7K | 0.17% | 109 |
|
|
2018
Q4 | $293K | Buy |
6,710
+1,600
| +31% | +$69.9K | 0.15% | 119 |
|
|
2018
Q3 | $273K | Buy |
+5,110
| New | +$273K | 0.12% | 131 |
|