Investment House LLC’s Alerian MLP ETF AMLP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-15,060
| Closed | -$725K | – | 214 |
|
2024
Q4 | $725K | Sell |
15,060
-714
| -5% | -$34.4K | 0.04% | 146 |
|
2024
Q3 | $743K | Buy |
+15,774
| New | +$743K | 0.04% | 154 |
|
2024
Q2 | – | Sell |
-16,110
| Closed | -$765K | – | 204 |
|
2024
Q1 | $765K | Buy |
16,110
+300
| +2% | +$14.2K | 0.04% | 138 |
|
2023
Q4 | $672K | Sell |
15,810
-35,776
| -69% | -$1.52M | 0.05% | 137 |
|
2023
Q3 | $2.18M | Buy |
51,586
+1,575
| +3% | +$66.5K | 0.17% | 90 |
|
2023
Q2 | $1.96M | Buy |
50,011
+22,579
| +82% | +$885K | 0.15% | 91 |
|
2023
Q1 | $1.06M | Buy |
+27,432
| New | +$1.06M | 0.09% | 111 |
|
2017
Q2 | – | Sell |
-13,679
| Closed | -$869K | – | 190 |
|
2017
Q1 | $869K | Buy |
+13,679
| New | +$869K | 0.12% | 115 |
|
2016
Q3 | – | Sell |
-3,166
| Closed | -$201K | – | 181 |
|
2016
Q2 | $201K | Buy |
+3,166
| New | +$201K | 0.03% | 176 |
|
2016
Q1 | – | Sell |
-2,885
| Closed | -$174K | – | 184 |
|
2015
Q4 | $174K | Sell |
2,885
-2,596
| -47% | -$157K | 0.03% | 163 |
|
2015
Q3 | $342K | Buy |
+5,481
| New | +$342K | 0.06% | 136 |
|