Capital Wealth Planning’s Alerian MLP ETF AMLP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-17,006
| Closed | -$619K | – | 110 |
|
|
2021
Q2 | $619K | Buy |
+17,006
| New | +$619K | 0.02% | 65 |
|
|
2020
Q2 | – | Sell |
-8,376
| Closed | -$144K | – | 103 |
|
|
2020
Q1 | $144K | Buy |
+8,376
| New | +$144K | 0.01% | 216 |
|
|
2019
Q4 | – | Sell |
-11,775
| Closed | -$509K | – | 188 |
|
|
2019
Q3 | $509K | Buy |
11,775
+2,525
| +27% | +$109K | 0.03% | 136 |
|
|
2019
Q2 | $456K | Buy |
+9,250
| New | +$456K | 0.03% | 135 |
|
|
2018
Q2 | – | Sell |
-2,000
| Closed | -$94K | – | 85 |
|
|
2018
Q1 | $94K | Hold |
2,000
| – | – | 0.07% | 80 |
|
|
2017
Q4 | $108K | Buy |
+2,000
| New | +$108K | 0.15% | 25 |
|