Reilly Financial Advisors’s Alerian MLP ETF AMLP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-28
| Closed | -$1K | – | 878 |
|
|
2019
Q4 | $1K | Buy |
+28
| New | +$1K | ﹤0.01% | 833 |
|
|
2019
Q3 | – | Sell |
-43
| Closed | -$2K | – | 894 |
|
|
2019
Q2 | $2K | Buy |
+43
| New | +$2K | ﹤0.01% | 858 |
|
|
2015
Q4 | – | Sell |
-60
| Closed | -$4K | – | 929 |
|
|
2015
Q3 | $4K | Hold |
60
| – | – | ﹤0.01% | 997 |
|
|
2015
Q2 | $5K | Buy |
60
+40
| +200% | +$3.33K | ﹤0.01% | 1057 |
|
|
2015
Q1 | $2K | Buy |
+20
| New | +$2K | ﹤0.01% | 1160 |
|
|
2014
Q4 | – | Sell |
-300
| Closed | -$29K | – | 818 |
|
|
2014
Q3 | $29K | Hold |
300
| – | – | 0.01% | 329 |
|
|
2014
Q2 | $29K | Buy |
+300
| New | +$29K | 0.01% | 337 |
|
|
2013
Q4 | – | Sell |
-368
| Closed | -$33K | – | 840 |
|
|
2013
Q3 | $33K | Buy |
+368
| New | +$33K | 0.01% | 276 |
|