Independent Solutions 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-13,052
| Closed | -$551K | – | 168 |
|
|
2023
Q3 | $551K | Buy |
13,052
+2,865
| +28% | +$121K | 0.14% | 121 |
|
|
2023
Q2 | $399K | Buy |
10,187
+2,054
| +25% | +$80.5K | 0.1% | 143 |
|
|
2023
Q1 | $314K | Buy |
8,133
+590
| +8% | +$22.8K | 0.09% | 154 |
|
|
2022
Q4 | $287K | Hold |
7,543
| – | – | 0.09% | 168 |
|
|
2022
Q3 | $276K | Buy |
+7,543
| New | +$276K | 0.09% | 168 |
|