Fortis Group 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 | $6.9M | Buy |
137,898
+9,439
| +7% | +$473K | 1.25% | 16 |
|
2025
Q1 | $6.67M | Buy |
128,459
+8,629
| +7% | +$448K | 1.3% | 18 |
|
2024
Q4 | $5.77M | Buy |
119,830
+5,192
| +5% | +$250K | 1.07% | 29 |
|
2024
Q3 | $5.4M | Buy |
114,638
+5,468
| +5% | +$258K | 1% | 32 |
|
2024
Q2 | $5.24M | Buy |
109,170
+20,718
| +23% | +$994K | 1.04% | 34 |
|
2024
Q1 | $4.2M | Buy |
88,452
+79,351
| +872% | +$3.77M | 0.77% | 39 |
|
2023
Q4 | $356K | Buy |
9,101
+602
| +7% | +$23.6K | 0.09% | 89 |
|
2023
Q3 | $331K | Buy |
8,499
+711
| +9% | +$27.7K | 0.1% | 90 |
|
2023
Q2 | $305K | Buy |
7,788
+63
| +0.8% | +$2.47K | 0.08% | 105 |
|
2023
Q1 | $303K | Buy |
+7,725
| New | +$303K | 0.09% | 92 |
|
2020
Q3 | $45K | Buy |
+2,264
| New | +$45K | 0.01% | 212 |
|