Coe Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-6,294
| Closed | -$295K | – | 84 |
|
|
2018
Q1 | $295K | Hold |
6,294
| – | – | 0.32% | 73 |
|
|
2017
Q4 | $340K | Buy |
+6,294
| New | +$340K | 0.36% | 72 |
|
|
2016
Q1 | – | Sell |
-14,480
| Closed | -$872K | – | 232 |
|
|
2015
Q4 | $872K | Buy |
+14,480
| New | +$872K | 0.35% | 91 |
|
|
2014
Q1 | – | Sell |
-4,000
| Closed | -$356K | – | 236 |
|
|
2013
Q4 | $356K | Buy |
+4,000
| New | +$356K | 0.12% | 169 |
|