Congress 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.08M | Sell |
83,538
-7,184
| -8% | -$351K | 0.04% | 425 |
|
|
2025
Q1 | $4.71M | Buy |
90,722
+2,761
| +3% | +$143K | 0.06% | 338 |
|
|
2024
Q4 | $4.24M | Sell |
87,961
-4,101
| -4% | -$198K | 0.06% | 305 |
|
|
2024
Q3 | $4.34M | Sell |
92,062
-7,927
| -8% | -$374K | 0.06% | 313 |
|
|
2024
Q2 | $4.8M | Sell |
99,989
-6,990
| -7% | -$335K | 0.08% | 251 |
|
|
2024
Q1 | $5.08M | Sell |
106,979
-6,285
| -6% | -$298K | 0.09% | 227 |
|
|
2023
Q4 | $4.82M | Sell |
113,264
-20,695
| -15% | -$880K | 0.09% | 229 |
|
|
2023
Q3 | $5.65M | Sell |
133,959
-16,288
| -11% | -$687K | 0.12% | 199 |
|
|
2023
Q2 | $5.89M | Sell |
150,247
-17,135
| -10% | -$672K | 0.14% | 171 |
|
|
2023
Q1 | $6.47M | Sell |
167,382
-40,349
| -19% | -$1.56M | 0.16% | 162 |
|
|
2022
Q4 | $7.91M | Buy |
+207,731
| New | +$7.91M | 0.2% | 145 |
|