Mission Wealth Management’s Alerian MLP ETF AMLP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-7,277
| Closed | -$222K | – | 477 |
|
|
2021
Q1 | $222K | Sell |
7,277
-700
| -9% | -$21.4K | 0.01% | 413 |
|
|
2020
Q4 | $205K | Buy |
+7,977
| New | +$205K | 0.01% | 395 |
|
|
2020
Q3 | – | Sell |
-13,188
| Closed | -$325K | – | 363 |
|
|
2020
Q2 | $325K | Buy |
+13,188
| New | +$325K | 0.03% | 237 |
|
|
2019
Q4 | – | Sell |
-5,301
| Closed | -$242K | – | 337 |
|
|
2019
Q3 | $242K | Sell |
5,301
-1,417
| -21% | -$64.7K | 0.03% | 273 |
|
|
2019
Q2 | $331K | Sell |
6,718
-346
| -5% | -$17K | 0.04% | 224 |
|
|
2019
Q1 | $354K | Buy |
7,064
+155
| +2% | +$7.77K | 0.04% | 206 |
|
|
2018
Q4 | $302K | Buy |
+6,909
| New | +$302K | 0.04% | 196 |
|