Pacific Capital Wealth Advisors’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
Q1 | – | Sell |
-367
| Closed | -$17.7K | – | 101 |
|
|
2024
Q4 | $17.7K | Sell |
367
-64
| -15% | -$3.08K | ﹤0.01% | 230 |
|
|
2024
Q3 | $20.3K | Hold |
431
| – | – | ﹤0.01% | 237 |
|
|
2024
Q2 | $20.7K | Hold |
431
| – | – | ﹤0.01% | 234 |
|
|
2024
Q1 | $20.5K | Hold |
431
| – | – | ﹤0.01% | 187 |
|
|
2023
Q4 | $18.3K | Buy |
+431
| New | +$18.3K | ﹤0.01% | 198 |
|