Summit Financial Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $15.6M | Buy |
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|
2025
Q2 | $16M | Buy |
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|
2025
Q1 | $16M | Buy |
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|
2024
Q4 | $16M | Sell |
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|
2024
Q3 | $14.4M | Buy |
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|
2024
Q2 | $14.6M | Buy |
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|
2024
Q1 | $14.3M | Buy |
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|
2023
Q4 | $12.5M | Buy |
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|
2023
Q3 | $12.5M | Buy |
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|
2023
Q2 | $11.3M | Buy |
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|
2023
Q1 | $11.1M | Buy |
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|
2022
Q4 | $10.7M | Buy |
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|
2022
Q3 | $221K | Hold |
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|
2022
Q2 | $200K | Hold |
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|
2022
Q1 | $206K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $109K | Sell |
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|
2019
Q4 | $545K | Sell |
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|
2019
Q3 | $633K | Sell |
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|
2019
Q2 | $754K | Sell |
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|
2019
Q1 | $959K | Buy |
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|
2018
Q4 | $815K | Sell |
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|
2018
Q3 | $1.1M | Buy |
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|
2018
Q2 | $847K | Hold |
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|
2018
Q1 | $847K | Buy |
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|
2017
Q4 | $814K | Sell |
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|
2017
Q3 | $849K | Buy |
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|
2017
Q2 | $808K | Buy |
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|
2017
Q1 | $573K | Buy |
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|
2016
Q4 | $535K | Buy |
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|
2016
Q3 | $499K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $19K | Buy |
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