Chicago Wealth Management’s Alerian MLP ETF AMLP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-254,864
| Closed | -$9.85M | – | 41 |
|
|
2023
Q1 | $9.85M | Buy |
254,864
+20,847
| +9% | +$806K | 7.83% | 2 |
|
|
2022
Q4 | $8.91M | Sell |
234,017
-8,139
| -3% | -$310K | 7.68% | 5 |
|
|
2022
Q3 | $8.85M | Buy |
242,156
+21,088
| +10% | +$771K | 8.48% | 4 |
|
|
2022
Q2 | $7.62M | Buy |
221,068
+6,044
| +3% | +$208K | 6.8% | 8 |
|
|
2022
Q1 | $8.24M | Buy |
215,024
+35,531
| +20% | +$1.36M | 5.53% | 7 |
|
|
2021
Q4 | $5.88M | Buy |
179,493
+15,219
| +9% | +$498K | 3.94% | 13 |
|
|
2021
Q3 | $5.48M | Buy |
+164,274
| New | +$5.48M | 3.99% | 13 |
|