IHT Wealth Management’s Alerian MLP ETF AMLP Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $558K | Buy |
11,422
+2,852
| +33% | +$139K | 0.02% | 663 |
|
2025
Q1 | $445K | Sell |
8,570
-1,373
| -14% | -$71.3K | 0.01% | 713 |
|
2024
Q4 | $479K | Sell |
9,943
-630
| -6% | -$30.3K | 0.02% | 698 |
|
2024
Q3 | $499K | Buy |
10,573
+4,011
| +61% | +$189K | 0.01% | 722 |
|
2024
Q2 | $315K | Buy |
6,562
+22
| +0.3% | +$1.06K | 0.01% | 782 |
|
2024
Q1 | $310K | Sell |
6,540
-1,072
| -14% | -$50.9K | 0.01% | 789 |
|
2023
Q4 | $324K | Buy |
7,612
+1,606
| +27% | +$68.3K | 0.01% | 740 |
|
2023
Q3 | $253K | Sell |
6,006
-601
| -9% | -$25.4K | 0.01% | 796 |
|
2023
Q2 | $259K | Sell |
6,607
-271
| -4% | -$10.6K | 0.01% | 775 |
|
2023
Q1 | $266K | Buy |
6,878
+28
| +0.4% | +$1.08K | 0.02% | 738 |
|
2022
Q4 | $261K | Buy |
6,850
+27
| +0.4% | +$1.03K | 0.02% | 710 |
|
2022
Q3 | $249K | Buy |
+6,823
| New | +$249K | 0.02% | 691 |
|
2021
Q3 | – | Sell |
-18,361
| Closed | -$669K | – | 813 |
|
2021
Q2 | $669K | Buy |
18,361
+9,599
| +110% | +$350K | 0.04% | 430 |
|
2021
Q1 | $267K | Buy |
+8,762
| New | +$267K | 0.02% | 670 |
|
2020
Q2 | – | Sell |
-7,178
| Closed | -$123K | – | 579 |
|
2020
Q1 | $123K | Buy |
7,178
+2,393
| +50% | +$41K | 0.02% | 502 |
|
2019
Q4 | $203K | Buy |
4,785
+1,824
| +62% | +$77.4K | 0.02% | 560 |
|
2019
Q3 | $135K | Sell |
2,961
-287
| -9% | -$13.1K | 0.02% | 571 |
|
2019
Q2 | $160K | Buy |
3,248
+337
| +12% | +$16.6K | 0.02% | 511 |
|
2019
Q1 | $146K | Buy |
2,911
+32
| +1% | +$1.61K | 0.02% | 482 |
|
2018
Q4 | $126K | Buy |
+2,879
| New | +$126K | 0.02% | 447 |
|
2018
Q2 | – | Sell |
-603
| Closed | -$28K | – | 454 |
|
2018
Q1 | $28K | Buy |
603
+1
| +0.2% | +$46 | 0.01% | 860 |
|
2017
Q4 | $34K | Buy |
602
+258
| +75% | +$14.6K | 0.01% | 807 |
|
2017
Q3 | $20K | Buy |
344
+203
| +144% | +$11.8K | 0.01% | 774 |
|
2017
Q2 | $446 | Hold |
141
| – | – | 0.22% | 114 |
|
2017
Q1 | $9K | Hold |
141
| – | – | 0.01% | 864 |
|
2016
Q4 | $9K | Buy |
+141
| New | +$9K | 0.01% | 811 |
|