Emerson Wealth’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
Q2 | – | Sell |
-104,090
| Closed | -$1.79M | – | 22 |
|
|
2020
Q1 | $1.79M | Sell |
104,090
-169,118
| -62% | -$2.91M | 1.59% | 10 |
|
|
2019
Q4 | $11.6M | Buy |
273,208
+25,300
| +10% | +$1.08M | 7.82% | 3 |
|
|
2019
Q3 | $11.3M | Sell |
247,908
-13,632
| -5% | -$623K | 8.36% | 3 |
|
|
2019
Q2 | $12.9M | Buy |
261,540
+21,825
| +9% | +$1.07M | 9.48% | 3 |
|
|
2019
Q1 | $12M | Sell |
239,715
-2,073
| -0.9% | -$104K | 9.18% | 3 |
|
|
2018
Q4 | $10.6M | Buy |
+241,788
| New | +$10.6M | 10.18% | 3 |
|