MSFP
Mark Sheptoff Financial Planning’s Alerian MLP ETF AMLP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.8K | Hold |
425
| – | – | 0.01% | 268 |
|
|
2025
Q1 | $22.1K | Sell |
425
-200
| -32% | -$10.4K | 0.01% | 241 |
|
|
2024
Q4 | $30.1K | Buy |
625
+500
| +400% | +$24.1K | 0.02% | 219 |
|
|
2024
Q3 | $5.89K | Buy |
+125
| New | +$5.89K | ﹤0.01% | 353 |
|
|
2014
Q2 | – | Sell |
-700
| Closed | -$12K | – | 343 |
|
|
2014
Q1 | $12K | Buy |
+700
| New | +$12K | 0.01% | 267 |
|