Concurrent Investment Advisors’s Alerian MLP ETF AMLP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.16M | Buy |
44,251
+6,900
| +18% | +$337K | 0.04% | 409 |
|
|
2025
Q1 | $1.94M | Buy |
37,351
+24,331
| +187% | +$1.26M | 0.05% | 370 |
|
|
2024
Q4 | $627K | Buy |
13,020
+2,402
| +23% | +$116K | 0.02% | 610 |
|
|
2024
Q3 | $500K | Buy |
10,618
+3,845
| +57% | +$181K | 0.01% | 615 |
|
|
2024
Q2 | $325K | Buy |
6,773
+1,300
| +24% | +$62.4K | 0.01% | 706 |
|
|
2024
Q1 | $260K | Buy |
+5,473
| New | +$260K | 0.01% | 712 |
|