Creative Planning’s American Midstream Partners, LP AMID Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q3 | – | Sell |
-134,523
| Closed | -$695K | – | 1992 |
|
2019
Q2 | $695K | Sell |
134,523
-90,775
| -40% | -$469K | ﹤0.01% | 906 |
|
2019
Q1 | $1.17M | Sell |
225,298
-15,000
| -6% | -$77.6K | ﹤0.01% | 668 |
|
2018
Q4 | $728K | Hold |
240,298
| – | – | ﹤0.01% | 793 |
|
2018
Q3 | $1.53M | Buy |
240,298
+30,298
| +14% | +$192K | 0.01% | 559 |
|
2018
Q2 | $2.14M | Buy |
+210,000
| New | +$2.14M | 0.01% | 450 |
|
2015
Q4 | – | Sell |
-676
| Closed | -$7K | – | 4522 |
|
2015
Q3 | $7K | Buy |
+676
| New | +$7K | ﹤0.01% | 3426 |
|