Financial Advocates Investment Management’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 | – | Sell |
-58,082
| Closed | -$3.02M | – | 614 |
|
|
2025
Q1 | $3.02M | Sell |
58,082
-1,243
| -2% | -$64.6K | 0.21% | 111 |
|
|
2024
Q4 | $2.86M | Buy |
59,325
+3,441
| +6% | +$166K | 0.16% | 140 |
|
|
2024
Q3 | $2.63M | Sell |
55,884
-20,597
| -27% | -$971K | 0.15% | 148 |
|
|
2024
Q2 | $3.67M | Buy |
76,481
+4,025
| +6% | +$193K | 0.23% | 100 |
|
|
2024
Q1 | $3.44M | Buy |
72,456
+13,790
| +24% | +$654K | 0.2% | 118 |
|
|
2023
Q4 | $2.49M | Buy |
58,666
+17,952
| +44% | +$763K | 0.16% | 140 |
|
|
2023
Q3 | $1.72M | Buy |
40,714
+19,760
| +94% | +$834K | 0.12% | 183 |
|
|
2023
Q2 | $822K | Sell |
20,954
-324
| -2% | -$12.7K | 0.06% | 302 |
|
|
2023
Q1 | $822K | Buy |
21,278
+13,922
| +189% | +$538K | 0.06% | 318 |
|
|
2022
Q4 | $280K | Buy |
+7,356
| New | +$280K | 0.02% | 571 |
|
|
2022
Q3 | – | Sell |
-31,206
| Closed | -$1.08M | – | 744 |
|
|
2022
Q2 | $1.08M | Buy |
31,206
+10,897
| +54% | +$375K | 0.09% | 251 |
|
|
2022
Q1 | $778K | Buy |
20,309
+3,545
| +21% | +$136K | 0.05% | 349 |
|
|
2021
Q4 | $549K | Buy |
16,764
+13,103
| +358% | +$429K | 0.03% | 457 |
|
|
2021
Q3 | $209K | Buy |
+3,661
| New | +$209K | 0.01% | 691 |
|
|
2018
Q4 | – | Sell |
-3,917
| Closed | -$209K | – | 426 |
|
|
2018
Q3 | $209K | Sell |
3,917
-1,287
| -25% | -$68.7K | 0.02% | 473 |
|
|
2018
Q2 | $262K | Sell |
5,204
-247
| -5% | -$12.4K | 0.03% | 402 |
|
|
2018
Q1 | $255K | Sell |
5,451
-1,388
| -20% | -$64.9K | 0.03% | 398 |
|
|
2017
Q4 | $369K | Buy |
+6,839
| New | +$369K | 0.05% | 313 |
|