Sequoia Financial Advisors’s Alerian MLP ETF AMLP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$234K Buy
2025
Q2
Sell
2025
Q1
$422K Buy
2024
Q4
$378K Buy
2024
Q3
$342K Buy
2024
Q2
$348K Buy
2024
Q1
$343K Buy
2023
Q4
$306K Buy
2023
Q3
$303K Sell
2023
Q2
$300K Buy
2022
Q1
Sell
2021
Q4
$1.1M Buy
2021
Q3
Sell
2021
Q2
$1.22M Buy
2021
Q1
$564K Buy
2020
Q4
$469K Buy
2020
Q3
$365K Sell
2020
Q2
$812K Buy