Fulcrum Equity 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 | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-69,383
| Closed | -$2.68M | – | 87 |
|
2023
Q1 | $2.68M | Sell |
69,383
-6,926
| -9% | -$268K | 2.52% | 10 |
|
2022
Q4 | $2.91M | Sell |
76,309
-4,013
| -5% | -$153K | 2.38% | 8 |
|
2022
Q3 | $2.94M | Sell |
80,322
-897
| -1% | -$32.8K | 2.49% | 7 |
|
2022
Q2 | $2.8M | Sell |
81,219
-1,714
| -2% | -$59K | 2.26% | 14 |
|
2022
Q1 | $3.18M | Buy |
+82,933
| New | +$3.18M | 1.88% | 17 |
|