SIAP
Sterling Investment Advisors (Pennsylvania)’s Alerian MLP ETF AMLP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.47M | Buy |
91,428
+19,600
| +27% | +$958K | 0.98% | 30 |
|
|
2025
Q1 | $3.73M | Buy |
71,828
+13,169
| +22% | +$684K | 0.9% | 34 |
|
|
2024
Q4 | $2.83M | Buy |
58,659
+9,895
| +20% | +$477K | 0.68% | 48 |
|
|
2024
Q3 | $2.3M | Buy |
48,764
+801
| +2% | +$37.8K | 0.58% | 57 |
|
|
2024
Q2 | $2.3M | Buy |
47,963
+739
| +2% | +$35.5K | 0.62% | 53 |
|
|
2024
Q1 | $2.24M | Buy |
47,224
+89
| +0.2% | +$4.22K | 0.63% | 55 |
|
|
2023
Q4 | $2M | Buy |
47,135
+5,689
| +14% | +$242K | 0.62% | 53 |
|
|
2023
Q3 | $1.75M | Buy |
41,446
+2,339
| +6% | +$98.7K | 0.61% | 55 |
|
|
2023
Q2 | $1.53M | Sell |
39,107
-1,035
| -3% | -$40.6K | 0.51% | 60 |
|
|
2023
Q1 | $1.55M | Sell |
40,142
-35
| -0.1% | -$1.35K | 0.52% | 61 |
|
|
2022
Q4 | $1.53M | Sell |
40,177
-988
| -2% | -$37.6K | 0.55% | 55 |
|
|
2022
Q3 | $1.51M | Buy |
41,165
+1,862
| +5% | +$68.1K | 0.56% | 54 |
|
|
2022
Q2 | $1.35M | Buy |
39,303
+4,411
| +13% | +$152K | 0.47% | 62 |
|
|
2022
Q1 | $1.34M | Buy |
34,892
+3,112
| +10% | +$119K | 0.38% | 75 |
|
|
2021
Q4 | $1.04M | Buy |
31,780
+5,700
| +22% | +$187K | 0.29% | 83 |
|
|
2021
Q3 | $869K | Buy |
26,080
+300
| +1% | +$10K | 0.26% | 91 |
|
|
2021
Q2 | $939K | Hold |
25,780
| – | – | 0.27% | 86 |
|
|
2021
Q1 | $786K | Buy |
25,780
+7,280
| +39% | +$222K | 0.25% | 93 |
|
|
2020
Q4 | $475K | Buy |
18,500
+7,700
| +71% | +$198K | 0.16% | 100 |
|
|
2020
Q3 | $216K | Hold |
10,800
| – | – | 0.08% | 122 |
|
|
2020
Q2 | $266K | Sell |
10,800
-43,200
| -80% | -$1.06M | 0.11% | 111 |
|
|
2020
Q1 | $185K | Buy |
+54,000
| New | +$185K | 0.1% | 114 |
|
|
2017
Q3 | – | Sell |
-1,576
| Closed | -$19K | – | 343 |
|
|
2017
Q2 | $19K | Buy |
+1,576
| New | +$19K | 0.01% | 259 |
|