Summit Investment Advisory Services’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 | $345K | Buy |
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|
2025
Q2 | $354K | Buy |
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|
2025
Q1 | $371K | Buy |
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|
2024
Q4 | $340K | Buy |
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|
2024
Q3 | $328K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $321K | Buy |
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|
2023
Q4 | $284K | Buy |
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|
2023
Q3 | $278K | Buy |
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|
2023
Q2 | $255K | Sell |
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|
2023
Q1 | $252K | Sell |
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|
2022
Q4 | $267K | Buy |
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