Summit Financial’s Alerian MLP ETF AMLP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.03M | Buy |
21,126
+4,499
| +27% | +$220K | 0.02% | 413 |
|
|
2025
Q1 | $864K | Buy |
16,627
+257
| +2% | +$13.3K | 0.02% | 400 |
|
|
2024
Q4 | $788K | Buy |
16,370
+3,548
| +28% | +$171K | 0.03% | 362 |
|
|
2024
Q3 | $604K | Buy |
12,822
+1,191
| +10% | +$56.1K | 0.02% | 342 |
|
|
2024
Q2 | $558K | Buy |
11,631
+5,661
| +95% | +$272K | 0.03% | 309 |
|
|
2024
Q1 | $283K | Buy |
+5,970
| New | +$283K | 0.02% | 324 |
|
|
2020
Q1 | – | Sell |
-2,872
| Closed | -$122K | – | 44 |
|
|
2019
Q4 | $122K | Buy |
+2,872
| New | +$122K | 0.02% | 46 |
|
|
2019
Q2 | – | Sell |
-4,961
| Closed | -$249K | – | 45 |
|
|
2019
Q1 | $249K | Buy |
+4,961
| New | +$249K | 0.04% | 50 |
|