CPA
Clear Perspective Advisors’s Alerian MLP ETF AMLP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-3,425
| Closed | -$364K | – | 155 |
|
|
2018
Q2 | $364K | Buy |
3,425
+1,850
| +117% | +$197K | 0.25% | 103 |
|
|
2018
Q1 | $15K | Sell |
1,575
-650
| -29% | -$6.19K | 0.01% | 327 |
|
|
2017
Q4 | $24K | Sell |
2,225
-550
| -20% | -$5.93K | 0.02% | 278 |
|
|
2017
Q3 | $31K | Sell |
2,775
-3,700
| -57% | -$41.3K | 0.03% | 261 |
|
|
2017
Q2 | $77K | Hold |
6,475
| – | – | 0.06% | 190 |
|
|
2017
Q1 | $82K | Hold |
6,475
| – | – | 0.05% | 173 |
|
|
2016
Q4 | $82K | Buy |
+6,475
| New | +$82K | 0.05% | 170 |
|