Cyndeo Wealth Partners’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 | $5.03M | Sell |
102,939
-1,981
| -2% | -$96.8K | 0.3% | 94 |
|
|
2025
Q1 | $5.45M | Sell |
104,920
-1,774
| -2% | -$92.1K | 0.36% | 86 |
|
|
2024
Q4 | $5.14M | Buy |
106,694
+42,290
| +66% | +$2.04M | 0.35% | 85 |
|
|
2024
Q3 | $3.04M | Buy |
64,404
+2,105
| +3% | +$99.2K | 0.21% | 126 |
|
|
2024
Q2 | $2.99M | Buy |
62,299
+1,867
| +3% | +$89.6K | 0.23% | 123 |
|
|
2024
Q1 | $2.87M | Buy |
60,432
+13,838
| +30% | +$657K | 0.24% | 120 |
|
|
2023
Q4 | $1.98M | Buy |
46,594
+3,579
| +8% | +$152K | 0.18% | 142 |
|
|
2023
Q3 | $1.82M | Buy |
43,015
+176
| +0.4% | +$7.43K | 0.19% | 132 |
|
|
2023
Q2 | $1.68M | Sell |
42,839
-4,873
| -10% | -$191K | 0.18% | 139 |
|
|
2023
Q1 | $1.84M | Buy |
47,712
+5,369
| +13% | +$208K | 0.2% | 134 |
|
|
2022
Q4 | $1.61M | Buy |
+42,343
| New | +$1.61M | 0.19% | 137 |
|