Fusion Family 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-151
| Closed | -$7K | – | 137 |
|
|
2019
Q3 | $7K | Hold |
151
| – | – | ﹤0.01% | 109 |
|
|
2019
Q2 | $7K | Hold |
151
| – | – | ﹤0.01% | 127 |
|
|
2019
Q1 | $8K | Hold |
151
| – | – | ﹤0.01% | 116 |
|
|
2018
Q4 | $7K | Hold |
151
| – | – | ﹤0.01% | 193 |
|
|
2018
Q3 | $8K | Buy |
151
+115
| +319% | +$6.09K | ﹤0.01% | 198 |
|
|
2018
Q2 | $203K | Sell |
36
-115
| -76% | -$648K | 0.06% | 64 |
|
|
2018
Q1 | $7K | Hold |
151
| – | – | ﹤0.01% | 206 |
|
|
2017
Q4 | $8K | Hold |
151
| – | – | ﹤0.01% | 215 |
|
|
2017
Q3 | $8K | Sell |
151
-200
| -57% | -$10.6K | ﹤0.01% | 159 |
|
|
2017
Q2 | $21K | Sell |
351
-392
| -53% | -$23.5K | 0.01% | 167 |
|
|
2017
Q1 | $47K | Hold |
743
| – | – | 0.02% | 122 |
|
|
2016
Q4 | $47K | Buy |
+743
| New | +$47K | 0.03% | 128 |
|