LA
Legacy Advisors’s Alerian MLP ETF AMLP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-7,936
| Closed | -$273K | – | 228 |
|
|
2022
Q2 | $273K | Hold |
7,936
| – | – | 0.06% | 178 |
|
|
2022
Q1 | $304K | Buy |
+7,936
| New | +$304K | 0.06% | 165 |
|
|
2019
Q3 | – | Sell |
-4,400
| Closed | -$43K | – | 126 |
|
|
2019
Q2 | $43K | Hold |
4,400
| – | – | 0.03% | 213 |
|
|
2019
Q1 | $44K | Buy |
+4,400
| New | +$44K | 0.01% | 225 |
|
|
2018
Q4 | – | Sell |
-4,400
| Closed | -$47K | – | 128 |
|
|
2018
Q3 | $47K | Sell |
4,400
-300
| -6% | -$3.21K | 0.02% | 233 |
|
|
2018
Q2 | $47K | Buy |
+4,700
| New | +$47K | 0.04% | 191 |
|
|
2018
Q1 | – | Sell |
-4,430
| Closed | -$47K | – | 384 |
|
|
2017
Q4 | $47K | Buy |
4,430
+505
| +13% | +$5.36K | 0.05% | 128 |
|
|
2017
Q3 | $44K | Hold |
3,925
| – | – | 0.05% | 110 |
|
|
2017
Q2 | $46K | Buy |
3,925
+447
| +13% | +$5.24K | 0.06% | 102 |
|
|
2017
Q1 | $44K | Buy |
3,478
+512
| +17% | +$6.48K | 0.06% | 99 |
|
|
2016
Q4 | $37K | Buy |
+2,966
| New | +$37K | 0.05% | 112 |
|