Oakview Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-435
| Closed | -$20K | – | 18 |
|
|
2018
Q1 | $20K | Sell |
435
-5,549
| -93% | -$255K | 0.01% | 20 |
|
|
2017
Q4 | $323K | Sell |
5,984
-1,520
| -20% | -$82K | 0.14% | 13 |
|
|
2017
Q3 | $421K | Buy |
+7,504
| New | +$421K | 0.2% | 14 |
|
|
2017
Q2 | – | Sell |
-6,392
| Closed | -$406K | – | 4 |
|
|
2017
Q1 | $406K | Buy |
6,392
+1,805
| +39% | +$115K | 0.19% | 16 |
|
|
2016
Q4 | $289K | Buy |
+4,587
| New | +$289K | 0.16% | 15 |
|