Kingswood 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.89M | Buy |
38,622
+4,775
| +14% | +$233K | 0.15% | 150 |
|
|
2025
Q1 | $1.76M | Buy |
33,847
+13,791
| +69% | +$717K | 0.16% | 153 |
|
|
2024
Q4 | $966K | Buy |
20,056
+4,210
| +27% | +$203K | 0.07% | 280 |
|
|
2024
Q3 | $747K | Sell |
15,846
-7,391
| -32% | -$348K | 0.05% | 353 |
|
|
2024
Q2 | $1.11M | Buy |
23,237
+13,133
| +130% | +$630K | 0.1% | 212 |
|
|
2024
Q1 | $480K | Buy |
10,104
+2,714
| +37% | +$129K | 0.06% | 361 |
|
|
2023
Q4 | $314K | Buy |
+7,390
| New | +$314K | 0.04% | 460 |
|