Waverly Advisors’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 | $786K | Buy |
16,078
+6,883
| +75% | +$336K | 0.01% | 677 |
|
|
2025
Q1 | $478K | Sell |
9,195
-183
| -2% | -$9.51K | 0.01% | 788 |
|
|
2024
Q4 | $452K | Buy |
+9,378
| New | +$452K | 0.01% | 705 |
|
|
2017
Q4 | – | Sell |
-3,076
| Closed | -$173K | – | 401 |
|
|
2017
Q3 | $173K | Hold |
3,076
| – | – | 0.04% | 227 |
|
|
2017
Q2 | $184K | Buy |
3,076
+1,000
| +48% | +$59.8K | 0.05% | 212 |
|
|
2017
Q1 | $132K | Buy |
+2,076
| New | +$132K | 0.03% | 206 |
|