SDAM
Shulman DeMeo Asset Management’s Alerian MLP ETF AMLP Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | – | Sell |
-11,924
| Closed | -$364K | – | 67 |
|
2021
Q1 | $364K | Sell |
11,924
-389
| -3% | -$11.9K | 0.1% | 95 |
|
2020
Q4 | $316K | Buy |
12,313
+41
| +0.3% | +$1.05K | 0.09% | 101 |
|
2020
Q3 | $245K | Sell |
12,272
-457
| -4% | -$9.12K | 0.08% | 96 |
|
2020
Q2 | $314K | Sell |
12,729
-50,387
| -80% | -$1.24M | 0.12% | 79 |
|
2020
Q1 | $217K | Sell |
63,116
-3,853
| -6% | -$13.2K | 0.1% | 84 |
|
2019
Q4 | $569K | Buy |
66,969
+488
| +0.7% | +$4.15K | 0.2% | 55 |
|
2019
Q3 | $608K | Buy |
66,481
+411
| +0.6% | +$3.76K | 0.2% | 53 |
|
2019
Q2 | $651K | Buy |
66,070
+373
| +0.6% | +$3.68K | 0.24% | 44 |
|
2019
Q1 | $659K | Buy |
65,697
+1,017
| +2% | +$10.2K | 0.25% | 45 |
|
2018
Q4 | $565K | Buy |
+64,680
| New | +$565K | 0.31% | 30 |
|