MPS Loria Financial Planners’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 | $280K | Buy |
5,738
+2
| +0% | +$98 | 0.08% | 68 |
|
|
2025
Q1 | $298K | Buy |
5,736
+202
| +4% | +$10.5K | 0.09% | 63 |
|
|
2024
Q4 | $267K | Buy |
5,534
+19
| +0.3% | +$915 | 0.08% | 67 |
|
|
2024
Q3 | $260K | Buy |
5,515
+2
| +0% | +$94 | 0.08% | 71 |
|
|
2024
Q2 | $265K | Buy |
5,513
+1
| +0% | +$48 | 0.09% | 68 |
|
|
2024
Q1 | $262K | Buy |
5,512
+649
| +13% | +$30.8K | 0.09% | 67 |
|
|
2023
Q4 | $207K | Buy |
4,863
+9
| +0.2% | +$383 | 0.07% | 83 |
|
|
2023
Q3 | $205K | Buy |
+4,854
| New | +$205K | 0.08% | 76 |
|
|
2021
Q1 | – | Sell |
-285,693
| Closed | -$7.27M | – | 561 |
|
|
2020
Q4 | $7.27M | Sell |
285,693
-4,323
| -1% | -$110K | 3.26% | 4 |
|
|
2020
Q3 | $5.8M | Sell |
290,016
-140,375
| -33% | -$2.8M | 3% | 4 |
|
|
2020
Q2 | $10.6M | Sell |
430,391
-102,727
| -19% | -$2.54M | 5.69% | 4 |
|
|
2020
Q1 | $9.17M | Buy |
533,118
+298,977
| +128% | +$5.14M | 7.04% | 4 |
|
|
2019
Q4 | $9.95M | Sell |
234,141
-129,959
| -36% | -$5.52M | 5.87% | 4 |
|
|
2019
Q3 | $16.6M | Buy |
364,100
+6,067
| +2% | +$277K | 10.81% | 2 |
|
|
2019
Q2 | $17.6M | Buy |
358,033
+11,848
| +3% | +$584K | 11.27% | 2 |
|
|
2019
Q1 | $17.4M | Buy |
346,185
+77,992
| +29% | +$3.91M | 11.51% | 2 |
|
|
2018
Q4 | $11.7M | Sell |
268,193
-2,983
| -1% | -$130K | 8.4% | 3 |
|
|
2018
Q3 | $14.4M | Buy |
271,176
+5,499
| +2% | +$292K | 9.01% | 4 |
|
|
2018
Q2 | $13.4M | Buy |
265,677
+17,017
| +7% | +$859K | 13.51% | 3 |
|
|
2018
Q1 | $11.7M | Buy |
248,660
+41,506
| +20% | +$1.94M | 8.21% | 4 |
|
|
2017
Q4 | $11.2M | Sell |
207,154
-8,553
| -4% | -$461K | 7.63% | 4 |
|
|
2017
Q3 | $12.1M | Buy |
215,707
+4,937
| +2% | +$277K | 8.66% | 3 |
|
|
2017
Q2 | $11.4M | Buy |
+210,770
| New | +$11.4M | 7.64% | 4 |
|