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