Plante Moran Financial Advisors’s Alerian MLP ETF AMLP Stock Holding History

Plante Moran Financial Advisors’s Portfolio AMLP Stock Details AMLP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-255	Closed	-$9.86K	–	789
2023 Q1	$9.86K	Buy	+255	New	+$9.86K	﹤0.01%	565
2022 Q2	–	Sell	-800	Closed	-$31K	–	967
2022 Q1	$31K	Hold	800	–	–	0.01%	407
2021 Q4	$26K	Hold	800	–	–	﹤0.01%	492
2021 Q3	$27K	Hold	800	–	–	0.01%	492
2021 Q2	$29K	Hold	800	–	–	0.01%	479
2021 Q1	$24K	Hold	800	–	–	0.01%	507
2020 Q4	$21K	Sell	800 -4,674	-85%	-$123K	0.01%	522
2020 Q3	$109K	Buy	5,474 +4,674	+584%	+$93.1K	0.04%	229
2020 Q2	$20K	Hold	800	–	–	0.01%	423
2020 Q1	$14K	Hold	800	–	–	0.01%	446
2019 Q4	$34K	Sell	800 -1,340	-63%	-$57K	0.01%	376
2019 Q3	$98K	Hold	2,140	–	–	0.03%	242
2019 Q2	$105K	Hold	2,140	–	–	0.03%	213
2019 Q1	$107K	Hold	2,140	–	–	0.03%	211
2018 Q4	$93K	Hold	2,140	–	–	0.03%	208
2018 Q3	$114K	Hold	2,140	–	–	0.04%	200
2018 Q2	$108K	Sell	2,140 -33	-2%	-$1.67K	0.05%	214
2018 Q1	$102K	Buy	2,173 +1	+0%	+$47	0.06%	226
2017 Q4	$117K	Hold	2,172	–	–	0.06%	198
2017 Q3	$122K	Buy	2,172 +32	+1%	+$1.8K	0.07%	176
2017 Q2	$128K	Hold	2,140	–	–	0.08%	169
2017 Q1	$136K	Sell	2,140 -960	-31%	-$61K	0.08%	169
2016 Q4	$195K	Sell	3,100 -520	-14%	-$32.7K	0.12%	125
2016 Q3	$230K	Buy	3,620 +800	+28%	+$50.8K	0.16%	104
2016 Q2	$179K	Buy	2,820 +520	+23%	+$33K	0.13%	124
2016 Q1	$126K	Buy	2,300 +1,340	+140%	+$73.4K	0.1%	147
2015 Q4	$58K	Buy	+960	New	+$58K	0.04%	251
2015 Q3	–	Sell	-958	Closed	-$75K	–	700
2015 Q2	$75K	Buy	958 +307	+47%	+$24K	0.05%	229
2015 Q1	$54K	Hold	651	–	–	0.04%	268
2014 Q4	$57K	Buy	651 +85	+15%	+$7.44K	0.04%	263
2014 Q3	$54K	Hold	566	–	–	0.05%	244
2014 Q2	$54K	Hold	566	–	–	0.05%	223
2014 Q1	$50K	Buy	566 +23	+4%	+$2.03K	0.05%	170
2013 Q4	$48K	Hold	543	–	–	0.03%	248
2013 Q3	$48K	Hold	543	–	–	0.03%	198
2013 Q2	$48K	Buy	+543	New	+$48K	0.04%	169