Perigon Wealth Management’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 | $1.95M | Buy |
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|
2025
Q2 | $1.99M | Buy |
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|
2025
Q1 | $2.08M | Buy |
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|
2024
Q4 | $2.01M | Buy |
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|
2024
Q3 | $1.73M | Sell |
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|
2024
Q2 | $2.23M | Buy |
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|
2024
Q1 | $1.71M | Buy |
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|
2023
Q4 | $629K | Sell |
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|
2023
Q3 | $814K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $6K | Hold |
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|
2017
Q4 | $7K | Hold |
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|
2017
Q3 | $7K | Sell |
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|
2017
Q2 | $67K | Sell |
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|
2017
Q1 | $74K | Sell |
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|
2016
Q4 | $80K | Sell |
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|
2016
Q3 | $81K | Buy |
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