Institute for Wealth Management’s Alerian MLP ETF AMLP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $258K | Sell |
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|
2025
Q2 | $270K | Sell |
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|
2025
Q1 | $289K | Buy |
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|
2024
Q4 | $215K | Buy |
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|
2024
Q3 | $210K | Buy |
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|
2024
Q2 | $214K | Sell |
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|
2024
Q1 | $216K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $511K | Buy |
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|
2020
Q1 | $315K | Buy |
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|
2019
Q4 | $677K | Sell |
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|
2019
Q3 | $1.13M | Buy |
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|
2019
Q2 | $1.21M | Buy |
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|
2019
Q1 | $1.22M | Sell |
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|
2018
Q4 | $1.07M | Sell |
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|
2018
Q3 | $1.34M | Buy |
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|
2018
Q2 | $1.28M | Buy |
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|
2018
Q1 | $1.26M | Buy |
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|
2017
Q4 | $1.34M | Buy |
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|
2017
Q3 | $1.39M | Buy |
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|
2017
Q2 | $1.47M | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $101K | Buy |
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|
2014
Q2 | $15K | Hold |
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|
2014
Q1 | $14K | Hold |
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|
2013
Q4 | $14K | Hold |
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|
2013
Q3 | $14K | Sell |
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|
2013
Q2 | $37K | Buy |
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