McKinley Carter Wealth Services’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 | – | Sell |
-4,720
| Closed | -$245K | – | 303 |
|
|
2025
Q1 | $245K | Hold |
4,720
| – | – | 0.02% | 271 |
|
|
2024
Q4 | $227K | Hold |
4,720
| – | – | 0.01% | 274 |
|
|
2024
Q3 | $222K | Hold |
4,720
| – | – | 0.01% | 291 |
|
|
2024
Q2 | $226K | Hold |
4,720
| – | – | 0.01% | 285 |
|
|
2024
Q1 | $224K | Hold |
4,720
| – | – | 0.02% | 284 |
|
|
2023
Q4 | $201K | Buy |
+4,720
| New | +$201K | 0.01% | 298 |
|
|
2021
Q3 | – | Sell |
-8,623
| Closed | -$314K | – | 285 |
|
|
2021
Q2 | $314K | Sell |
8,623
-180
| -2% | -$6.56K | 0.03% | 237 |
|
|
2021
Q1 | $268K | Buy |
8,803
+196
| +2% | +$5.97K | 0.02% | 249 |
|
|
2020
Q4 | $221K | Buy |
+8,607
| New | +$221K | 0.03% | 241 |
|