Wealth Effects’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 | $434K | Sell |
8,890
-3,200
| -26% | -$156K | 0.16% | 112 |
|
|
2025
Q1 | $628K | Sell |
12,090
-425
| -3% | -$22.1K | 0.26% | 77 |
|
|
2024
Q4 | $603K | Sell |
12,515
-340
| -3% | -$16.4K | 0.21% | 93 |
|
|
2024
Q3 | $606K | Buy |
12,855
+320
| +3% | +$15.1K | 0.21% | 92 |
|
|
2024
Q2 | $601K | Sell |
12,535
-50
| -0.4% | -$2.4K | 0.22% | 87 |
|
|
2024
Q1 | $597K | Sell |
12,585
-810
| -6% | -$38.4K | 0.22% | 93 |
|
|
2023
Q4 | $570K | Buy |
13,395
+295
| +2% | +$12.5K | 0.21% | 99 |
|
|
2023
Q3 | $553K | Buy |
13,100
+295
| +2% | +$12.4K | 0.27% | 84 |
|
|
2023
Q2 | $502K | Buy |
12,805
+395
| +3% | +$15.5K | 0.22% | 93 |
|
|
2023
Q1 | $480K | Buy |
12,410
+485
| +4% | +$18.7K | 0.25% | 92 |
|
|
2022
Q4 | $454K | Sell |
11,925
-1,155
| -9% | -$44K | 0.26% | 92 |
|
|
2022
Q3 | $478K | Buy |
+13,080
| New | +$478K | 0.29% | 76 |
|