Integrated 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $321K | Buy |
5,045
+853
| +20% | +$54.3K | 0.11% | 177 |
|
|
2016
Q4 | $264K | Buy |
4,192
+884
| +27% | +$55.7K | 0.1% | 188 |
|
|
2016
Q3 | $210K | Sell |
3,308
-926
| -22% | -$58.8K | 0.08% | 215 |
|
|
2016
Q2 | $269K | Sell |
4,234
-1,561
| -27% | -$99.2K | 0.1% | 173 |
|
|
2016
Q1 | $316K | Sell |
5,795
-446
| -7% | -$24.3K | 0.13% | 135 |
|
|
2015
Q4 | $376K | Sell |
6,241
-2,373
| -28% | -$143K | 0.16% | 117 |
|
|
2015
Q3 | $538K | Sell |
8,614
-1,437
| -14% | -$89.8K | 0.24% | 87 |
|
|
2015
Q2 | $782K | Sell |
10,051
-1,218
| -11% | -$94.8K | 0.3% | 74 |
|
|
2015
Q1 | $933K | Buy |
+11,269
| New | +$933K | 0.39% | 60 |
|