Swaine & Leidel Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-2,180
| Closed | -$37K | – | 52 |
|
|
2020
Q1 | $37K | Hold |
2,180
| – | – | 0.04% | 52 |
|
|
2019
Q4 | $93K | Hold |
2,180
| – | – | 0.08% | 60 |
|
|
2019
Q3 | $100K | Sell |
2,180
-165
| -7% | -$7.57K | 0.09% | 64 |
|
|
2019
Q2 | $115K | Sell |
2,345
-60
| -2% | -$2.94K | 0.12% | 61 |
|
|
2019
Q1 | $121K | Hold |
2,405
| – | – | 0.15% | 49 |
|
|
2018
Q4 | $119K | Buy |
+2,405
| New | +$119K | 0.19% | 44 |
|