OIA
Optimum Investment Advisors’s Alerian MLP ETF AMLP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $48.9K | Hold |
1,000
| – | – | 0.02% | 348 |
|
|
2025
Q1 | $51.9K | Hold |
1,000
| – | – | 0.02% | 329 |
|
|
2024
Q4 | $48.2K | Hold |
1,000
| – | – | 0.02% | 346 |
|
|
2024
Q3 | $47.1K | Sell |
1,000
-400
| -29% | -$18.9K | 0.02% | 361 |
|
|
2024
Q2 | $67.2K | Buy |
1,400
+400
| +40% | +$19.2K | 0.03% | 322 |
|
|
2024
Q1 | $47.5K | Hold |
1,000
| – | – | 0.02% | 374 |
|
|
2023
Q4 | $42.5K | Hold |
1,000
| – | – | 0.02% | 372 |
|
|
2023
Q3 | $42.2K | Hold |
1,000
| – | – | 0.02% | 384 |
|
|
2023
Q2 | $39.2K | Hold |
1,000
| – | – | 0.02% | 401 |
|
|
2023
Q1 | $38.7K | Hold |
1,000
| – | – | 0.02% | 404 |
|
|
2022
Q4 | $38.1K | Sell |
1,000
-100
| -9% | -$3.81K | 0.02% | 416 |
|
|
2022
Q3 | $40K | Hold |
1,100
| – | – | 0.02% | 410 |
|
|
2022
Q2 | $38K | Buy |
1,100
+1,000
| +1,000% | +$34.5K | 0.02% | 436 |
|
|
2022
Q1 | $4K | Hold |
100
| – | – | ﹤0.01% | 743 |
|
|
2021
Q4 | $3K | Sell |
100
-300
| -75% | -$9K | ﹤0.01% | 757 |
|
|
2021
Q3 | $13K | Sell |
400
-580
| -59% | -$18.9K | 0.01% | 644 |
|
|
2021
Q2 | $36K | Hold |
980
| – | – | 0.01% | 570 |
|
|
2021
Q1 | $30K | Sell |
980
-660
| -40% | -$20.2K | 0.01% | 597 |
|
|
2020
Q4 | $42K | Sell |
1,640
-1,258
| -43% | -$32.2K | 0.01% | 504 |
|
|
2020
Q3 | $58K | Sell |
2,898
-618
| -18% | -$12.4K | 0.02% | 419 |
|
|
2020
Q2 | $87K | Sell |
3,516
-20,752
| -86% | -$513K | 0.03% | 347 |
|
|
2020
Q1 | $83K | Sell |
24,268
-9,384
| -28% | -$32.1K | 0.03% | 340 |
|
|
2019
Q4 | $286K | Sell |
33,652
-2,285
| -6% | -$19.4K | 0.08% | 220 |
|
|
2019
Q3 | $328K | Buy |
35,937
+598
| +2% | +$5.46K | 0.1% | 199 |
|
|
2019
Q2 | $348K | Buy |
35,339
+6,720
| +23% | +$66.2K | 0.11% | 188 |
|
|
2019
Q1 | $287K | Sell |
28,619
-1,081
| -4% | -$10.8K | 0.09% | 217 |
|
|
2018
Q4 | $259K | Sell |
29,700
-2,049
| -6% | -$17.9K | 0.09% | 211 |
|
|
2018
Q3 | $339K | Sell |
31,749
-171
| -0.5% | -$1.83K | 0.09% | 209 |
|
|
2018
Q2 | $322K | Sell |
31,920
-70
| -0.2% | -$706 | 0.09% | 215 |
|
|
2018
Q1 | $300K | Sell |
31,990
-572
| -2% | -$5.36K | 0.09% | 225 |
|
|
2017
Q4 | $351K | Sell |
32,562
-491
| -1% | -$5.29K | 0.11% | 202 |
|
|
2017
Q3 | $371K | Buy |
33,053
+9
| +0% | +$101 | 0.12% | 202 |
|
|
2017
Q2 | $395K | Sell |
33,044
-3
| -0% | -$36 | 0.14% | 191 |
|
|
2017
Q1 | $420K | Buy |
33,047
+8
| +0% | +$102 | 0.15% | 184 |
|
|
2016
Q4 | $416K | Buy |
33,039
+8
| +0% | +$101 | 0.16% | 179 |
|
|
2016
Q3 | $419K | Buy |
33,031
+8
| +0% | +$101 | 0.16% | 180 |
|
|
2016
Q2 | $420K | Sell |
33,023
-2,292
| -6% | -$29.2K | 0.16% | 171 |
|
|
2016
Q1 | $386K | Sell |
35,315
-1,087
| -3% | -$11.9K | 0.15% | 177 |
|
|
2015
Q4 | $439K | Buy |
36,402
+1,009
| +3% | +$12.2K | 0.17% | 168 |
|
|
2015
Q3 | $442K | Buy |
+35,393
| New | +$442K | 0.18% | 156 |
|
|
2015
Q1 | $629K | Sell |
37,979
-43,993
| -54% | -$729K | 0.2% | 134 |
|
|
2014
Q4 | $722K | Buy |
81,972
+38,006
| +86% | +$335K | 0.23% | 114 |
|
|
2014
Q3 | $843K | Buy |
43,966
+405
| +0.9% | +$7.77K | 0.28% | 97 |
|
|
2014
Q2 | $828K | Buy |
43,561
+10,821
| +33% | +$206K | 0.27% | 104 |
|
|
2014
Q1 | $578K | Sell |
32,740
-800
| -2% | -$14.1K | 0.22% | 130 |
|
|
2013
Q4 | $597K | Sell |
33,540
-500
| -1% | -$8.9K | 0.22% | 122 |
|
|
2013
Q3 | $599K | Buy |
+34,040
| New | +$599K | 0.25% | 115 |
|