SEP
Southland Equity Partners’s Alerian MLP ETF AMLP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $238K | Sell |
4,875
-100
| -2% | -$4.89K | 0.05% | 207 |
|
|
2025
Q1 | $258K | Hold |
4,975
| – | – | 0.06% | 192 |
|
|
2024
Q4 | $240K | Hold |
4,975
| – | – | 0.06% | 198 |
|
|
2024
Q3 | $234K | Buy |
4,975
+723
| +17% | +$34.1K | 0.06% | 203 |
|
|
2024
Q2 | $204K | Buy |
+4,252
| New | +$204K | 0.06% | 204 |
|
|
2023
Q3 | – | Sell |
-5,259
| Closed | -$206K | – | 184 |
|
|
2023
Q2 | $206K | Buy |
+5,259
| New | +$206K | 0.07% | 178 |
|
|
2022
Q2 | – | Sell |
-6,547
| Closed | -$251K | – | 163 |
|
|
2022
Q1 | $251K | Buy |
+6,547
| New | +$251K | 0.1% | 146 |
|
|
2021
Q4 | – | Sell |
-15,066
| Closed | -$502K | – | 175 |
|
|
2021
Q3 | $502K | Buy |
+15,066
| New | +$502K | 0.23% | 75 |
|
|
2021
Q2 | – | Sell |
-8,017
| Closed | -$245K | – | 160 |
|
|
2021
Q1 | $245K | Sell |
8,017
-2,630
| -25% | -$80.2K | 0.14% | 126 |
|
|
2020
Q4 | $273K | Buy |
+10,647
| New | +$273K | 0.18% | 94 |
|