IAA
Independent Advisor Alliance’s Alerian MLP ETF AMLP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $573K | Sell |
11,736
-229
| -2% | -$11.2K | 0.02% | 546 |
|
|
2025
Q1 | $621K | Sell |
11,965
-114,990
| -91% | -$5.97M | 0.02% | 475 |
|
|
2024
Q4 | $6.11M | Buy |
126,955
+109,997
| +649% | +$5.3M | 0.08% | 234 |
|
|
2024
Q3 | $799K | Buy |
16,958
+4,401
| +35% | +$207K | 0.03% | 367 |
|
|
2024
Q2 | $602K | Buy |
12,557
+7,557
| +151% | +$363K | 0.02% | 420 |
|
|
2024
Q1 | $237K | Buy |
+5,000
| New | +$237K | 0.01% | 624 |
|
|
2022
Q4 | – | Sell |
-5,903
| Closed | -$216K | – | 431 |
|
|
2022
Q3 | $216K | Buy |
+5,903
| New | +$216K | 0.01% | 562 |
|
|
2021
Q3 | – | Sell |
-7,164
| Closed | -$261K | – | 634 |
|
|
2021
Q2 | $261K | Buy |
+7,164
| New | +$261K | 0.01% | 534 |
|
|
2020
Q1 | – | Sell |
-190,038
| Closed | -$1.62M | – | 426 |
|
|
2019
Q4 | $1.62M | Buy |
+190,038
| New | +$1.62M | 0.07% | 273 |
|
|
2017
Q2 | – | Sell |
-395,979
| Closed | -$5.03M | – | 244 |
|
|
2017
Q1 | $5.03M | Buy |
+395,979
| New | +$5.03M | 0.8% | 29 |
|