KMG Fiduciary Partners’s Alerian MLP ETF AMLP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | – | Sell |
-5,564
| Closed | -$203K | – | 200 |
|
2021
Q2 | $203K | Buy |
+5,564
| New | +$203K | 0.04% | 197 |
|
2019
Q3 | – | Sell |
-16,734
| Closed | -$824K | – | 114 |
|
2019
Q2 | $824K | Buy |
16,734
+1,474
| +10% | +$72.6K | 0.3% | 62 |
|
2019
Q1 | $765K | Buy |
15,260
+1,787
| +13% | +$89.6K | 0.29% | 61 |
|
2018
Q4 | $588K | Buy |
+13,473
| New | +$588K | 0.27% | 64 |
|