Kercheville 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $388K | Sell |
7,950
-4,130
| -34% | -$202K | 0.13% | 72 |
|
|
2025
Q1 | $627K | Buy |
12,080
+1,180
| +11% | +$61.3K | 0.26% | 54 |
|
|
2024
Q4 | $525K | Buy |
10,900
+75
| +0.7% | +$3.61K | 0.2% | 58 |
|
|
2024
Q3 | $510K | Buy |
10,825
+825
| +8% | +$38.9K | 0.22% | 57 |
|
|
2024
Q2 | $480K | Buy |
10,000
+1,500
| +18% | +$72K | 0.21% | 55 |
|
|
2024
Q1 | $403K | Buy |
8,500
+1,250
| +17% | +$59.3K | 0.19% | 55 |
|
|
2023
Q4 | $308K | Hold |
7,250
| – | – | 0.17% | 58 |
|
|
2023
Q3 | $306K | Sell |
7,250
-400
| -5% | -$16.9K | 0.19% | 52 |
|
|
2023
Q2 | $300K | Sell |
7,650
-150
| -2% | -$5.88K | 0.18% | 56 |
|
|
2023
Q1 | $301K | Buy |
7,800
+200
| +3% | +$7.73K | 0.21% | 52 |
|
|
2022
Q4 | $289K | Buy |
+7,600
| New | +$289K | 0.2% | 53 |
|