Heritage Wealth 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
Sell
-20
Closed -$1.03K 577
2025
Q1
$1.03K Buy
+20
New +$1.03K ﹤0.01% 533
2020
Q2
Sell
-112
Closed -$1.93K 438
2020
Q1
$1.93K Sell
112
-337
-75% -$5.8K ﹤0.01% 422
2019
Q4
$19.1K Buy
+449
New +$19.1K ﹤0.01% 381