Patriot Financial Group Insurance Agency’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $525K | Buy |
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|
2025
Q2 | $545K | Hold |
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|
2025
Q1 | $579K | Sell |
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|
2024
Q4 | $568K | Sell |
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|
2024
Q3 | $710K | Buy |
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|
2024
Q2 | $209K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $22K | Hold |
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|
2022
Q1 | $25K | Hold |
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|
2021
Q4 | $21K | Sell |
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|
2021
Q3 | $24K | Buy |
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|
2021
Q2 | $23K | Hold |
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|
2021
Q1 | $20K | Sell |
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|
2020
Q4 | $21K | Hold |
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|
2020
Q3 | $16K | Hold |
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|
2020
Q2 | $20K | Hold |
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|
2020
Q1 | $14K | Sell |
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|
2019
Q4 | $58K | Sell |
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|
2019
Q3 | $71K | Sell |
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|
2019
Q2 | $90K | Sell |
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|
2019
Q1 | $93K | Buy |
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|
2018
Q4 | $75K | Buy |
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|
2018
Q3 | $88K | Buy |
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|
2018
Q2 | $15K | Sell |
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|
2018
Q1 | $17K | Sell |
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|
2017
Q4 | $48K | Sell |
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|
2017
Q3 | $55K | Buy |
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|
2017
Q2 | $57K | Sell |
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|
2017
Q1 | $69K | Sell |
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|
2016
Q4 | $79K | Buy |
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