Sugarloaf Wealth Management’s Alerian MLP ETF AMLP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $5.78K | Buy |
+120
| New | +$5.78K | ﹤0.01% | 559 |
|
|
2023
Q1 | – | Sell |
-40
| Closed | -$1.54K | – | 709 |
|
|
2022
Q4 | $1.54K | Sell |
40
-1
| -2% | -$38 | ﹤0.01% | 687 |
|
|
2022
Q3 | $2K | Buy |
41
+1
| +3% | +$49 | ﹤0.01% | 690 |
|
|
2022
Q2 | $1K | Buy |
40
+1
| +3% | +$25 | ﹤0.01% | 709 |
|
|
2022
Q1 | $1K | Hold |
39
| – | – | ﹤0.01% | 657 |
|
|
2021
Q4 | $1K | Buy |
39
+1
| +3% | +$26 | ﹤0.01% | 693 |
|
|
2021
Q3 | $1K | Buy |
38
+1
| +3% | +$26 | ﹤0.01% | 697 |
|
|
2021
Q2 | $1K | Buy |
37
+1
| +3% | +$27 | ﹤0.01% | 691 |
|
|
2021
Q1 | $1 | Sell |
36
-152
| -81% | -$4 | ﹤0.01% | 691 |
|
|
2020
Q4 | $5K | Buy |
188
+6
| +3% | +$160 | ﹤0.01% | 544 |
|
|
2020
Q3 | $4K | Buy |
182
+5
| +3% | +$110 | ﹤0.01% | 534 |
|
|
2020
Q2 | $4K | Sell |
177
-38
| -18% | -$859 | ﹤0.01% | 536 |
|
|
2020
Q1 | $4K | Buy |
215
+128
| +147% | +$2.38K | ﹤0.01% | 523 |
|
|
2019
Q4 | $4K | Buy |
+87
| New | +$4K | ﹤0.01% | 560 |
|