UIA
Ulland Investment Advisors’s Alerian MLP ETF AMLP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $933K | Buy |
19,098
+3,512
| +23% | +$172K | 0.71% | 32 |
|
|
2025
Q1 | $810K | Buy |
15,586
+668
| +4% | +$34.7K | 0.68% | 30 |
|
|
2024
Q4 | $718K | Buy |
14,918
+4,188
| +39% | +$202K | 0.46% | 35 |
|
|
2024
Q3 | $506K | Buy |
10,730
+840
| +8% | +$39.6K | 0.37% | 39 |
|
|
2024
Q2 | $475K | Buy |
9,890
+215
| +2% | +$10.3K | 0.33% | 41 |
|
|
2024
Q1 | $459K | Buy |
9,675
+1,125
| +13% | +$53.4K | 0.37% | 42 |
|
|
2023
Q4 | $364K | Buy |
8,550
+4,050
| +90% | +$172K | 0.37% | 40 |
|
|
2023
Q3 | $190K | Buy |
+4,500
| New | +$190K | 0.21% | 55 |
|
|
2022
Q3 | – | Sell |
-2,500
| Closed | -$86K | – | 216 |
|
|
2022
Q2 | $86K | Buy |
+2,500
| New | +$86K | 0.09% | 73 |
|