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 |
|