SIA
Schechter Investment Advisors’s Alerian MLP ETF AMLP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-54,505
| Closed | -$2.62M | – | 635 |
|
|
2024
Q4 | $2.62M | Sell |
54,505
-3,215
| -6% | -$155K | 0.2% | 102 |
|
|
2024
Q3 | $2.72M | Sell |
57,720
-2,076
| -3% | -$97.8K | 0.2% | 94 |
|
|
2024
Q2 | $2.87M | Hold |
59,796
| – | – | 0.22% | 86 |
|
|
2024
Q1 | $2.84M | Hold |
59,796
| – | – | 0.21% | 86 |
|
|
2023
Q4 | $2.54M | Sell |
59,796
-6,545
| -10% | -$278K | 0.22% | 84 |
|
|
2023
Q3 | $2.8M | Hold |
66,341
| – | – | 0.27% | 66 |
|
|
2023
Q2 | $2.6M | Sell |
66,341
-2,620
| -4% | -$103K | 0.23% | 79 |
|
|
2023
Q1 | $2.67M | Buy |
+68,961
| New | +$2.67M | 0.25% | 78 |
|