Lee Financial’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
Q1 | – | Sell |
-400
| Closed | -$10K | – | 484 |
|
|
2020
Q4 | $10K | Hold |
400
| – | – | ﹤0.01% | 372 |
|
|
2020
Q3 | $8K | Hold |
400
| – | – | ﹤0.01% | 417 |
|
|
2020
Q2 | $10K | Buy |
+400
| New | +$10K | ﹤0.01% | 365 |
|
|
2018
Q2 | – | Sell |
-3,495
| Closed | -$164K | – | 778 |
|
|
2018
Q1 | $164K | Buy |
+3,495
| New | +$164K | 0.04% | 166 |
|
|
2017
Q4 | – | Sell |
-5,000
| Closed | -$281K | – | 470 |
|
|
2017
Q3 | $281K | Hold |
5,000
| – | – | 0.09% | 99 |
|
|
2017
Q2 | $299K | Buy |
+5,000
| New | +$299K | 0.11% | 98 |
|