Perissos Private Wealth Management’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
Q2
$1.1M Buy
22,576
+620
+3% +$30.3K 0.87% 35
2025
Q1
$1.14M Buy
21,956
+307
+1% +$15.9K 1.04% 34
2024
Q4
$1.04M Buy
21,649
+2,468
+13% +$119K 0.78% 43
2024
Q3
$904K Buy
19,181
+2,791
+17% +$132K 0.73% 44
2024
Q2
$786K Buy
16,390
+2,082
+15% +$99.9K 0.71% 43
2024
Q1
$679K Buy
+14,308
New +$679K 0.62% 43