Sequoia Financial Advisors’s Alerian MLP ETF AMLP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-8,118
| Closed | -$422K | – | 1558 |
|
|
2025
Q1 | $422K | Buy |
8,118
+275
| +4% | +$14.3K | ﹤0.01% | 913 |
|
|
2024
Q4 | $378K | Buy |
7,843
+576
| +8% | +$27.7K | ﹤0.01% | 914 |
|
|
2024
Q3 | $342K | Buy |
7,267
+21
| +0.3% | +$990 | ﹤0.01% | 911 |
|
|
2024
Q2 | $348K | Buy |
7,246
+20
| +0.3% | +$960 | ﹤0.01% | 830 |
|
|
2024
Q1 | $343K | Buy |
7,226
+20
| +0.3% | +$949 | ﹤0.01% | 805 |
|
|
2023
Q4 | $306K | Buy |
7,206
+19
| +0.3% | +$808 | ﹤0.01% | 920 |
|
|
2023
Q3 | $303K | Sell |
7,187
-460
| -6% | -$19.4K | 0.01% | 681 |
|
|
2023
Q2 | $300K | Buy |
+7,647
| New | +$300K | 0.01% | 702 |
|
|
2022
Q1 | – | Sell |
-33,564
| Closed | -$1.1M | – | 672 |
|
|
2021
Q4 | $1.1M | Buy |
+33,564
| New | +$1.1M | 0.03% | 232 |
|
|
2021
Q3 | – | Sell |
-33,557
| Closed | -$1.22M | – | 267 |
|
|
2021
Q2 | $1.22M | Buy |
33,557
+15,062
| +81% | +$548K | 0.04% | 184 |
|
|
2021
Q1 | $564K | Buy |
18,495
+203
| +1% | +$6.19K | 0.02% | 245 |
|
|
2020
Q4 | $469K | Buy |
18,292
+4
| +0% | +$103 | 0.02% | 256 |
|
|
2020
Q3 | $365K | Sell |
18,288
-14,600
| -44% | -$291K | 0.02% | 267 |
|
|
2020
Q2 | $812K | Buy |
+32,888
| New | +$812K | 0.05% | 171 |
|