Kathleen S. Wright Associates’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 | $93.9K | Hold |
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|
2025
Q2 | $97.7K | Hold |
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|
2025
Q1 | $104K | Buy |
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|
2024
Q4 | $87.2K | Buy |
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|
2024
Q3 | $72.9K | Hold |
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|
2024
Q2 | $74.2K | Hold |
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|
2024
Q1 | $73.4K | Hold |
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|
2023
Q4 | $65.7K | Hold |
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|
2023
Q3 | $65.2K | Hold |
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|
2023
Q2 | $60.6K | Hold |
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|
2023
Q1 | $59.8K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $57K | Hold |
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|
2022
Q2 | $53K | Hold |
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|
2022
Q1 | $59K | Hold |
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|
2021
Q4 | $51K | Buy |
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