RIM
Rockbridge Investment Management’s Alerian MLP ETF AMLP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-98
| Closed | -$4.17K | – | 145 |
|
|
2023
Q4 | $4.17K | Buy |
+98
| New | +$4.17K | ﹤0.01% | 485 |
|
|
2022
Q3 | – | Sell |
-98
| Closed | -$3.38K | – | 123 |
|
|
2022
Q2 | $3.38K | Sell |
98
-44
| -31% | -$1.52K | ﹤0.01% | 494 |
|
|
2022
Q1 | $5.45K | Buy |
142
+1
| +0.7% | +$38 | ﹤0.01% | 609 |
|
|
2021
Q4 | $5K | Sell |
141
-16
| -10% | -$567 | ﹤0.01% | 651 |
|
|
2021
Q3 | $5K | Hold |
157
| – | – | ﹤0.01% | 603 |
|
|
2021
Q2 | $6K | Hold |
157
| – | – | ﹤0.01% | 579 |
|
|
2021
Q1 | $5K | Hold |
157
| – | – | ﹤0.01% | 571 |
|
|
2020
Q4 | $4K | Hold |
157
| – | – | ﹤0.01% | 578 |
|
|
2020
Q3 | $3K | Hold |
157
| – | – | ﹤0.01% | 551 |
|
|
2020
Q2 | $4K | Buy |
+157
| New | +$4K | ﹤0.01% | 505 |
|