Huber Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $274K | Buy |
15,904
+11,605
| +270% | +$200K | 0.1% | 91 |
|
|
2019
Q4 | $183K | Sell |
4,299
-3,244
| -43% | -$138K | 0.06% | 116 |
|
|
2019
Q3 | $345K | Hold |
7,543
| – | – | 0.13% | 85 |
|
|
2019
Q2 | $371K | Buy |
7,543
+42
| +0.6% | +$2.07K | 0.16% | 76 |
|
|
2019
Q1 | $376K | Sell |
7,501
-10,901
| -59% | -$546K | 0.18% | 77 |
|
|
2018
Q4 | $803K | Buy |
+18,402
| New | +$803K | 0.44% | 32 |
|