Summit Investment Advisory Services’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 | – | Sell |
-7,142
| Closed | -$371K | – | 55 |
|
|
2025
Q1 | $371K | Buy |
7,142
+91
| +1% | +$4.73K | 0.18% | 46 |
|
|
2024
Q4 | $340K | Buy |
7,051
+94
| +1% | +$4.53K | 0.18% | 48 |
|
|
2024
Q3 | $328K | Buy |
+6,957
| New | +$328K | 0.17% | 51 |
|
|
2024
Q2 | – | Sell |
-6,766
| Closed | -$321K | – | 41 |
|
|
2024
Q1 | $321K | Buy |
6,766
+90
| +1% | +$4.27K | 0.19% | 50 |
|
|
2023
Q4 | $284K | Buy |
6,676
+91
| +1% | +$3.87K | 0.18% | 48 |
|
|
2023
Q3 | $278K | Buy |
6,585
+88
| +1% | +$3.71K | 0.21% | 41 |
|
|
2023
Q2 | $255K | Sell |
6,497
-10
| -0.2% | -$392 | 0.17% | 46 |
|
|
2023
Q1 | $252K | Sell |
6,507
-517
| -7% | -$20K | 0.18% | 43 |
|
|
2022
Q4 | $267K | Buy |
+7,024
| New | +$267K | 0.32% | 40 |
|