Sunflower Bank 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 | |
---|---|---|---|---|---|---|---|---|
2020
Q3 | – | Sell |
-9,131
| Closed | -$225K | – | 118 |
|
2020
Q2 | $225K | Sell |
9,131
-1,368
| -13% | -$33.7K | 0.08% | 115 |
|
2020
Q1 | $181K | Sell |
10,499
-3,473
| -25% | -$59.9K | 0.07% | 114 |
|
2019
Q4 | $594K | Buy |
13,972
+6,575
| +89% | +$280K | 0.18% | 77 |
|
2019
Q3 | $338K | Buy |
7,397
+282
| +4% | +$12.9K | 0.11% | 109 |
|
2019
Q2 | $350K | Buy |
7,115
+9
| +0.1% | +$443 | 0.11% | 107 |
|
2019
Q1 | $356K | Sell |
7,106
-737
| -9% | -$36.9K | 0.11% | 105 |
|
2018
Q4 | $342K | Sell |
7,843
-3,148
| -29% | -$137K | 0.11% | 104 |
|
2018
Q3 | $587K | Hold |
10,991
| – | – | 0.17% | 86 |
|
2018
Q2 | $555K | Buy |
10,991
+594
| +6% | +$30K | 0.16% | 88 |
|
2018
Q1 | $487K | Buy |
+10,397
| New | +$487K | 0.13% | 94 |
|