IFWM
Institute for 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 | $270K | Sell |
5,529
-39
| -0.7% | -$1.91K | 0.03% | 459 |
|
|
2025
Q1 | $289K | Buy |
5,568
+1,111
| +25% | +$57.7K | 0.04% | 421 |
|
|
2024
Q4 | $215K | Buy |
4,457
+1
| +0% | +$48 | 0.03% | 470 |
|
|
2024
Q3 | $210K | Buy |
4,456
+1
| +0% | +$47 | 0.03% | 514 |
|
|
2024
Q2 | $214K | Sell |
4,455
-101
| -2% | -$4.85K | 0.03% | 463 |
|
|
2024
Q1 | $216K | Buy |
+4,556
| New | +$216K | 0.03% | 464 |
|
|
2020
Q3 | – | Sell |
-20,715
| Closed | -$511K | – | 413 |
|
|
2020
Q2 | $511K | Sell |
20,715
-70,854
| -77% | -$1.75M | 0.13% | 226 |
|
|
2020
Q1 | $315K | Buy |
91,569
+11,973
| +15% | +$41.2K | 0.1% | 267 |
|
|
2019
Q4 | $677K | Sell |
79,596
-44,304
| -36% | -$377K | 0.15% | 199 |
|
|
2019
Q3 | $1.13M | Buy |
123,900
+976
| +0.8% | +$8.92K | 0.29% | 96 |
|
|
2019
Q2 | $1.21M | Buy |
122,924
+1,825
| +2% | +$18K | 0.27% | 106 |
|
|
2019
Q1 | $1.22M | Sell |
121,099
-1,406
| -1% | -$14.1K | 0.26% | 105 |
|
|
2018
Q4 | $1.07M | Sell |
122,505
-5,169
| -4% | -$45.1K | 0.44% | 70 |
|
|
2018
Q3 | $1.34M | Buy |
127,674
+1,063
| +0.8% | +$11.2K | 0.45% | 71 |
|
|
2018
Q2 | $1.28M | Buy |
126,611
+1,695
| +1% | +$17.1K | 0.41% | 82 |
|
|
2018
Q1 | $1.26M | Buy |
124,916
+495
| +0.4% | +$5.01K | 0.37% | 86 |
|
|
2017
Q4 | $1.34M | Buy |
124,421
+502
| +0.4% | +$5.4K | 0.31% | 100 |
|
|
2017
Q3 | $1.39M | Buy |
123,919
+1,441
| +1% | +$16.2K | 0.45% | 70 |
|
|
2017
Q2 | $1.47M | Buy |
+122,478
| New | +$1.47M | 0.4% | 64 |
|
|
2014
Q4 | – | Sell |
-5,288
| Closed | -$101K | – | 27 |
|
|
2014
Q3 | $101K | Buy |
5,288
+4,475
| +550% | +$85.5K | 0.1% | 38 |
|
|
2014
Q2 | $15K | Hold |
813
| – | – | 0.01% | 45 |
|
|
2014
Q1 | $14K | Hold |
813
| – | – | 0.01% | 59 |
|
|
2013
Q4 | $14K | Hold |
813
| – | – | 0.01% | 57 |
|
|
2013
Q3 | $14K | Sell |
813
-1,260
| -61% | -$21.7K | 0.01% | 46 |
|
|
2013
Q2 | $37K | Buy |
+2,073
| New | +$37K | 0.03% | 61 |
|