Laidlaw Wealth Management’s Alerian MLP ETF AMLP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-29,205
| Closed | -$1.15M | – | 272 |
|
|
2023
Q2 | $1.15M | Buy |
29,205
+1,339
| +5% | +$52.5K | 0.22% | 107 |
|
|
2023
Q1 | $1.08M | Buy |
27,866
+14,726
| +112% | +$569K | 0.22% | 116 |
|
|
2022
Q4 | $500K | Buy |
+13,140
| New | +$500K | 0.11% | 197 |
|
|
2022
Q3 | – | Sell |
-23,121
| Closed | -$797K | – | 325 |
|
|
2022
Q2 | $797K | Sell |
23,121
-13,299
| -37% | -$458K | 0.16% | 147 |
|
|
2022
Q1 | $1.4M | Buy |
36,420
+27,575
| +312% | +$1.06M | 0.23% | 110 |
|
|
2021
Q4 | $290K | Sell |
8,845
-1,570
| -15% | -$51.5K | 0.05% | 315 |
|
|
2021
Q3 | $347K | Hold |
10,415
| – | – | 0.09% | 178 |
|
|
2021
Q2 | $379K | Sell |
10,415
-139
| -1% | -$5.06K | 0.1% | 176 |
|
|
2021
Q1 | $322K | Buy |
10,554
+8
| +0.1% | +$244 | 0.11% | 159 |
|
|
2020
Q4 | $271K | Buy |
+10,546
| New | +$271K | 0.06% | 280 |
|
|
2020
Q2 | – | Sell |
-2,489
| Closed | -$43K | – | 185 |
|
|
2020
Q1 | $43K | Buy |
+2,489
| New | +$43K | 0.03% | 148 |
|