Ellenbecker Investment Group’s Alerian MLP ETF AMLP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q4
Sell
-19,297
Closed -$386K 66
2020
Q3
$386K Sell
19,297
-22,225
-54% -$445K 0.16% 42
2020
Q2
$1.03M Buy
41,522
+2,448
+6% +$60.4K 0.51% 25
2020
Q1
$672K Buy
39,074
+2,987
+8% +$51.4K 0.42% 25
2019
Q4
$1.53M Buy
36,087
+3,274
+10% +$139K 0.8% 18
2019
Q3
$1.5M Buy
32,813
+2,273
+7% +$104K 0.85% 17
2019
Q2
$1.5M Buy
30,540
+9,455
+45% +$466K 0.88% 15
2019
Q1
$1.06M Buy
21,085
+5,628
+36% +$282K 0.68% 19
2018
Q4
$675K Buy
15,457
+1,154
+8% +$50.4K 0.52% 24
2018
Q3
$764K Buy
14,303
+5,614
+65% +$300K 0.56% 25
2018
Q2
$439K Buy
+8,689
New +$439K 0.35% 33