Lucia Wealth Services’s Alerian MLP ETF AMLP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q2
Sell
2020
Q1
$6K Sell
2019
Q4
$17K Sell
2019
Q3
$23K Sell
2019
Q2
$72K Sell
2019
Q1
$151K Sell
2018
Q4
$131K Sell
2018
Q3
$253K Sell
2018
Q2
$299K Sell
2018
Q1
$1.58M Buy
2017
Q4
$227K Buy