Douglass Winthrop Advisors’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 | $489K | Hold |
10,000
| – | – | 0.01% | 190 |
|
|
2025
Q1 | $519K | Hold |
10,000
| – | – | 0.01% | 193 |
|
|
2024
Q4 | $482K | Buy |
10,000
+2,945
| +42% | +$142K | 0.01% | 208 |
|
|
2024
Q3 | $333K | Buy |
7,055
+1,000
| +17% | +$47.1K | 0.01% | 233 |
|
|
2024
Q2 | $291K | Buy |
6,055
+55
| +0.9% | +$2.64K | 0.01% | 237 |
|
|
2024
Q1 | $285K | Hold |
6,000
| – | – | 0.01% | 244 |
|
|
2023
Q4 | $255K | Buy |
6,000
+1,000
| +20% | +$42.5K | 0.01% | 224 |
|
|
2023
Q3 | $211K | Buy |
+5,000
| New | +$211K | 0.01% | 225 |
|
|
2019
Q2 | – | Sell |
-3,000
| Closed | -$150K | – | 260 |
|
|
2019
Q1 | $150K | Hold |
3,000
| – | – | 0.01% | 236 |
|
|
2018
Q4 | $131K | Sell |
3,000
-890
| -23% | -$38.9K | 0.01% | 239 |
|
|
2018
Q3 | $206K | Sell |
3,890
-400
| -9% | -$21.2K | 0.01% | 242 |
|
|
2018
Q2 | $217K | Buy |
+4,290
| New | +$217K | 0.01% | 271 |
|