NewFocus Financial Group’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
2020
Q1
Sell
2019
Q4
$187K Sell
2019
Q3
$414K Hold
2019
Q2
$446K Hold
2019
Q1
$455K Hold
2018
Q4
$396K Sell
2018
Q3
$516K Sell
2018
Q2
$529K Sell
2018
Q1
$508K Sell
2017
Q4
$978K Sell
2017
Q3
$1.02M Sell
2017
Q2
$1.09M Sell
2017
Q1
$1.26M Sell
2016
Q4
$1.25M Sell
2016
Q3
$1.31M Sell
2016
Q2
$1.37M Buy
2015
Q3
Sell
2015
Q2
$3.26M Sell
2015
Q1
$3.52M Buy
2014
Q4
$3.14M Buy
2014
Q3
$3.32M Sell
2014
Q2
$4.04M Sell
2014
Q1
$3.9M Sell
2013
Q4
$4.25M Buy