Montag & Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $37.6K | Hold |
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|
2025
Q2 | $39.2K | Sell |
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|
2025
Q1 | $133K | Sell |
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|
2024
Q4 | $153K | Buy |
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|
2024
Q3 | $148K | Buy |
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|
2024
Q2 | $93.7K | Buy |
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|
2024
Q1 | $92.6K | Buy |
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|
2023
Q4 | $82.9K | Buy |
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|
2023
Q3 | $82.1K | Buy |
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|
2023
Q2 | $76.2K | Buy |
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|
2023
Q1 | $75.1K | Buy |
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|
2022
Q4 | $70K | Hold |
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|
2022
Q3 | $67K | Buy |
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|
2022
Q2 | $50K | Hold |
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|
2022
Q1 | $55K | Hold |
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|
2021
Q4 | $47K | Sell |
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|
2021
Q3 | $124K | Sell |
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|
2021
Q2 | $152K | Hold |
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|
2021
Q1 | $127K | Hold |
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|
2020
Q4 | $107K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $81K | Buy |
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