Lake Hills 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $4.86M | Sell |
99,397
-36,857
| -27% | -$1.8M | 2.78% | 14 |
|
2025
Q1 | $7.08M | Sell |
136,254
-24,628
| -15% | -$1.28M | 4.89% | 7 |
|
2024
Q4 | $7.75M | Buy |
160,882
+7,341
| +5% | +$354K | 5.29% | 2 |
|
2024
Q3 | $7.24M | Sell |
153,541
-5,952
| -4% | -$281K | 4.84% | 5 |
|
2024
Q2 | $7.65M | Sell |
159,493
-83
| -0.1% | -$3.98K | 5.49% | 3 |
|
2024
Q1 | $7.57M | Sell |
159,576
-13,741
| -8% | -$652K | 6.81% | 3 |
|
2023
Q4 | $7.37M | Buy |
173,317
+147,680
| +576% | +$6.28M | 7.37% | 3 |
|
2023
Q3 | $1.08M | Buy |
+25,637
| New | +$1.08M | 1.09% | 20 |
|
2022
Q1 | – | Sell |
-153,513
| Closed | -$5.03M | – | 40 |
|
2021
Q4 | $5.03M | Buy |
+153,513
| New | +$5.03M | 3.55% | 8 |
|