Howard 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 | $710K | Buy |
14,526
+157
| +1% | +$7.67K | 0.36% | 69 |
|
2025
Q1 | $746K | Buy |
14,369
+3,272
| +29% | +$170K | 0.42% | 60 |
|
2024
Q4 | $534K | Buy |
11,097
+1,760
| +19% | +$84.8K | 0.29% | 69 |
|
2024
Q3 | $440K | Buy |
9,337
+1,600
| +21% | +$75.4K | 0.26% | 77 |
|
2024
Q2 | $371K | Buy |
7,737
+784
| +11% | +$37.6K | 0.29% | 67 |
|
2024
Q1 | $330K | Buy |
6,953
+1,263
| +22% | +$59.9K | 0.27% | 70 |
|
2023
Q4 | $242K | Buy |
+5,690
| New | +$242K | 0.2% | 88 |
|
2020
Q1 | – | Sell |
-4,390
| Closed | -$186K | – | 115 |
|
2019
Q4 | $186K | Buy |
+4,390
| New | +$186K | 0.16% | 101 |
|