JFS Wealth Advisors’s Alerian MLP ETF AMLP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-400
| Closed | -$21K | – | 451 |
|
|
2018
Q3 | $21K | Buy |
+400
| New | +$21K | 0.01% | 318 |
|
|
2016
Q2 | – | Sell |
-1,586
| Closed | -$87K | – | 504 |
|
|
2016
Q1 | $87K | Hold |
1,586
| – | – | 0.03% | 186 |
|
|
2015
Q4 | $96K | Hold |
1,586
| – | – | 0.03% | 181 |
|
|
2015
Q3 | $99K | Hold |
1,586
| – | – | 0.04% | 154 |
|
|
2015
Q2 | $123K | Hold |
1,586
| – | – | 0.06% | 113 |
|
|
2015
Q1 | $131K | Hold |
1,586
| – | – | 0.06% | 108 |
|
|
2014
Q4 | $139K | Hold |
1,586
| – | – | 0.02% | 102 |
|
|
2014
Q3 | $152K | Hold |
1,586
| – | – | 0.03% | 93 |
|
|
2014
Q2 | $151K | Buy |
+1,586
| New | +$151K | 0.03% | 102 |
|