Clear Creek Financial 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 | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-5,002
| Closed | -$236K | – | 469 |
|
2024
Q3 | $236K | Buy |
5,002
+9
| +0.2% | +$424 | 0.03% | 400 |
|
2024
Q2 | $240K | Buy |
4,993
+420
| +9% | +$20.2K | 0.03% | 384 |
|
2024
Q1 | $217K | Buy |
+4,573
| New | +$217K | 0.03% | 386 |
|
2023
Q4 | – | Sell |
-4,762
| Closed | -$201K | – | 343 |
|
2023
Q3 | $201K | Buy |
+4,762
| New | +$201K | 0.04% | 296 |
|