Moran 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
2025
Q2
$1.5M Buy
30,780
+2,358
+8% +$115K 0.05% 295
2025
Q1
$1.48M Sell
28,422
-1,283
-4% -$66.6K 0.05% 285
2024
Q4
$1.43M Buy
29,705
+342
+1% +$16.5K 0.05% 268
2024
Q3
$1.38M Sell
29,363
-803
-3% -$37.8K 0.04% 283
2024
Q2
$1.45M Sell
30,166
-2,206
-7% -$106K 0.05% 266
2024
Q1
$1.54M Sell
32,372
-20,055
-38% -$952K 0.05% 265
2023
Q4
$2.23M Sell
52,427
-5,401
-9% -$230K 0.08% 244
2023
Q3
$2.44M Sell
57,828
-796
-1% -$33.6K 0.09% 204
2023
Q2
$2.3M Buy
+58,624
New +$2.3M 0.09% 213