Peloton Wealth Strategists’s Alerian MLP ETF AMLP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-4,130
| Closed | -$396K | – | 79 |
|
|
2014
Q3 | $396K | Buy |
+4,130
| New | +$396K | 0.31% | 68 |
|
|
2014
Q2 | – | Sell |
-6,370
| Closed | -$562K | – | 73 |
|
|
2014
Q1 | $562K | Sell |
6,370
-2,160
| -25% | -$191K | 0.46% | 64 |
|
|
2013
Q4 | $759K | Sell |
8,530
-260
| -3% | -$23.1K | 0.61% | 60 |
|
|
2013
Q3 | $773K | Sell |
8,790
-400
| -4% | -$35.2K | 0.65% | 59 |
|
|
2013
Q2 | $820K | Buy |
+9,190
| New | +$820K | 0.74% | 54 |
|