Larson Financial Group’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 | $187K | Hold |
3,837
| – | – | 0.01% | 669 |
|
|
2025
Q1 | $199K | Hold |
3,837
| – | – | 0.01% | 622 |
|
|
2024
Q4 | $185K | Sell |
3,837
-1,800
| -32% | -$86.7K | 0.01% | 583 |
|
|
2024
Q3 | $266K | Hold |
5,637
| – | – | 0.02% | 499 |
|
|
2024
Q2 | $270K | Hold |
5,637
| – | – | 0.02% | 387 |
|
|
2024
Q1 | $268K | Hold |
5,637
| – | – | 0.02% | 332 |
|
|
2023
Q4 | $240K | Sell |
5,637
-118
| -2% | -$5.02K | 0.02% | 312 |
|
|
2023
Q3 | $243K | Sell |
5,755
-697
| -11% | -$29.4K | 0.02% | 285 |
|
|
2023
Q2 | $253K | Buy |
6,452
+281
| +5% | +$11K | 0.03% | 281 |
|
|
2023
Q1 | $238K | Sell |
6,171
-93
| -1% | -$3.59K | 0.03% | 291 |
|
|
2022
Q4 | $238K | Sell |
6,264
-794
| -11% | -$30.2K | 0.03% | 276 |
|
|
2022
Q3 | $258K | Buy |
+7,058
| New | +$258K | 0.04% | 243 |
|
|
2020
Q3 | – | Sell |
-215
| Closed | -$5K | – | 719 |
|
|
2020
Q2 | $5K | Sell |
215
-74
| -26% | -$1.72K | ﹤0.01% | 471 |
|
|
2020
Q1 | $5K | Buy |
289
+5
| +2% | +$87 | ﹤0.01% | 358 |
|
|
2019
Q4 | $12K | Buy |
284
+5
| +2% | +$211 | 0.01% | 274 |
|
|
2019
Q3 | $13K | Buy |
279
+4
| +1% | +$186 | 0.01% | 269 |
|
|
2019
Q2 | $14K | Buy |
275
+4
| +1% | +$204 | 0.01% | 217 |
|
|
2019
Q1 | $14K | Buy |
271
+3
| +1% | +$155 | 0.01% | 204 |
|
|
2018
Q4 | $12K | Buy |
+268
| New | +$12K | 0.01% | 203 |
|