HB Wealth 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 | $304K | Sell |
6,221
-1,635
| -21% | -$79.9K | ﹤0.01% | 916 |
|
|
2025
Q1 | $408K | Buy |
7,856
+1,714
| +28% | +$89K | ﹤0.01% | 821 |
|
|
2024
Q4 | $295K | Sell |
6,142
-1,443
| -19% | -$69.3K | ﹤0.01% | 810 |
|
|
2024
Q3 | $357K | Buy |
7,585
+1,503
| +25% | +$70.8K | ﹤0.01% | 692 |
|
|
2024
Q2 | $292K | Hold |
6,082
| – | – | ﹤0.01% | 710 |
|
|
2024
Q1 | $289K | Hold |
6,082
| – | – | ﹤0.01% | 671 |
|
|
2023
Q4 | $259K | Hold |
6,082
| – | – | ﹤0.01% | 661 |
|
|
2023
Q3 | $257K | Buy |
6,082
+382
| +7% | +$16.1K | ﹤0.01% | 610 |
|
|
2023
Q2 | $223K | Hold |
5,700
| – | – | ﹤0.01% | 639 |
|
|
2023
Q1 | $220K | Sell |
5,700
-36
| -0.6% | -$1.39K | ﹤0.01% | 646 |
|
|
2022
Q4 | $218K | Buy |
+5,736
| New | +$218K | ﹤0.01% | 624 |
|