LGT Financial Advisors’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 | $1.24K | Hold |
25
| – | – | ﹤0.01% | 377 |
|
|
2025
Q1 | $1.32K | Hold |
25
| – | – | ﹤0.01% | 269 |
|
|
2024
Q4 | $1.22K | Hold |
25
| – | – | ﹤0.01% | 685 |
|
|
2024
Q3 | $1.19K | Sell |
25
-2,163
| -99% | -$103K | ﹤0.01% | 669 |
|
|
2024
Q2 | $105K | Sell |
2,188
-375
| -15% | -$18K | 0.22% | 79 |
|
|
2024
Q1 | $122K | Sell |
2,563
-730
| -22% | -$34.6K | 0.14% | 160 |
|
|
2023
Q4 | $140K | Sell |
3,293
-561
| -15% | -$23.9K | 0.17% | 137 |
|
|
2023
Q3 | $163K | Buy |
+3,854
| New | +$163K | 0.21% | 108 |
|