Householder Group Estate & Retirement Specialist’s Alerian MLP ETF AMLP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$14.2M Sell
293,861
-5,553
-2% -$267K 10.58% 2
2024
Q3
$14.1M Sell
299,414
-359
-0.1% -$16.9K 4.11% 2
2024
Q2
$14.4M Sell
299,773
-166
-0.1% -$7.97K 4.04% 1
2024
Q1
$14.2M Buy
299,939
+618
+0.2% +$29.3K 4.24% 1
2023
Q4
$12.7M Buy
299,321
+758
+0.3% +$32.2K 4.18% 2
2023
Q3
$12.6M Buy
+298,563
New +$12.6M 4.54% 2
2023
Q1
$11.2M Buy
+290,413
New +$11.2M 4.31% 3
2022
Q4
Sell
-288,116
Closed -$10.5M 368
2022
Q3
$10.5M Sell
288,116
-2,312
-0.8% -$84.5K 4.34% 3
2022
Q2
$10M Sell
290,428
-273
-0.1% -$9.41K 4.47% 4
2022
Q1
$11.1M Buy
290,701
+15,512
+6% +$594K 4.49% 3
2021
Q4
$9.01M Buy
+275,189
New +$9.01M 3.36% 6