Plante Moran Financial Advisors’s iPath Select MLP ETN ATMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-28,585
| Closed | -$235K | – | 745 |
|
|
2020
Q1 | $235K | Buy |
28,585
+18,732
| +190% | +$154K | 0.11% | 100 |
|
|
2019
Q4 | $175K | Buy |
+9,853
| New | +$175K | 0.06% | 169 |
|
|
2017
Q1 | – | Sell |
-200
| Closed | -$5K | – | 874 |
|
|
2016
Q4 | $5K | Hold |
200
| – | – | ﹤0.01% | 701 |
|
|
2016
Q3 | $5K | Buy |
+200
| New | +$5K | ﹤0.01% | 678 |
|