RDM
Retirement Design & Management’s Alerian MLP ETF AMLP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-109,575
| Closed | -$1.39M | – | 4 |
|
|
2016
Q2 | $1.39M | Buy |
109,575
+9,037
| +9% | +$115K | 0.87% | 27 |
|
|
2016
Q1 | $1.1M | Buy |
100,538
+11,178
| +13% | +$122K | 0.78% | 33 |
|
|
2015
Q4 | $1.08M | Buy |
89,360
+25,180
| +39% | +$303K | 0.6% | 38 |
|
|
2015
Q3 | $801K | Buy |
+64,180
| New | +$801K | 0.83% | 35 |
|
|
2015
Q1 | – | Sell |
-68,320
| Closed | -$1.2M | – | 75 |
|
|
2014
Q4 | $1.2M | Buy |
+68,320
| New | +$1.2M | 0.91% | 31 |
|