Cascade Financial Partners’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 | $2.54M | Hold |
52,021
| – | – | 0.31% | 67 |
|
|
2025
Q1 | $2.7M | Sell |
52,021
-1,349
| -3% | -$70.1K | 0.34% | 58 |
|
|
2024
Q4 | $2.57M | Hold |
53,370
| – | – | 0.33% | 57 |
|
|
2024
Q3 | $2.5M | Sell |
53,370
-500
| -0.9% | -$23.4K | 0.31% | 57 |
|
|
2024
Q2 | $2.58M | Sell |
53,870
-353
| -0.7% | -$16.9K | 0.34% | 54 |
|
|
2024
Q1 | $2.52M | Buy |
+54,223
| New | +$2.52M | 0.36% | 50 |
|