Capital Asset Advisory Services’s Alerian MLP ETF AMLP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-9,265
| Closed | -$436K | – | 310 |
|
|
2024
Q3 | $436K | Buy |
9,265
+739
| +9% | +$34.8K | 0.02% | 197 |
|
|
2024
Q2 | $412K | Buy |
8,526
+2,724
| +47% | +$132K | 0.02% | 203 |
|
|
2024
Q1 | $277K | Buy |
+5,802
| New | +$277K | 0.02% | 256 |
|
|
2021
Q1 | – | Sell |
-767
| Closed | -$20K | – | 702 |
|
|
2020
Q4 | $20K | Buy |
+767
| New | +$20K | ﹤0.01% | 868 |
|