Loring Wolcott & Coolidge Fiduciary Advisors’s Alerian MLP ETF AMLP Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $19.5K | Buy |
+400
| New | +$19.5K | ﹤0.01% | 453 |
|
2019
Q1 | – | Sell |
-1,073
| Closed | -$47K | – | 701 |
|
2018
Q4 | $47K | Buy |
+1,073
| New | +$47K | ﹤0.01% | 422 |
|
2018
Q3 | – | Sell |
-860
| Closed | -$43K | – | 651 |
|
2018
Q2 | $43K | Hold |
860
| – | – | ﹤0.01% | 439 |
|
2018
Q1 | $40K | Hold |
860
| – | – | ﹤0.01% | 467 |
|
2017
Q4 | $46K | Buy |
+860
| New | +$46K | ﹤0.01% | 443 |
|