WealthBridge Capital 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.53M | Buy |
51,705
+1,805
| +4% | +$88.2K | 0.64% | 36 |
|
2025
Q1 | $2.59M | Buy |
49,900
+1,143
| +2% | +$59.4K | 0.73% | 30 |
|
2024
Q4 | $2.35M | Buy |
48,757
+4,583
| +10% | +$221K | 0.65% | 36 |
|
2024
Q3 | $2.08M | Buy |
44,174
+3,370
| +8% | +$159K | 0.59% | 40 |
|
2024
Q2 | $1.96M | Buy |
40,804
+2,657
| +7% | +$127K | 0.64% | 36 |
|
2024
Q1 | $1.81M | Buy |
38,147
+2,252
| +6% | +$107K | 0.61% | 37 |
|
2023
Q4 | $1.53M | Buy |
35,895
+1,153
| +3% | +$49K | 0.57% | 40 |
|
2023
Q3 | $1.47M | Buy |
34,742
+1,874
| +6% | +$79.1K | 0.61% | 38 |
|
2023
Q2 | $1.29M | Buy |
32,868
+939
| +3% | +$36.8K | 0.52% | 41 |
|
2023
Q1 | $1.23M | Buy |
31,929
+491
| +2% | +$19K | 0.49% | 45 |
|
2022
Q4 | $1.2M | Buy |
31,438
+7,233
| +30% | +$275K | 0.5% | 47 |
|
2022
Q3 | $834K | Hold |
24,205
| – | – | 0.36% | 60 |
|
2022
Q2 | $834K | Buy |
24,205
+8,366
| +53% | +$288K | 0.36% | 60 |
|
2022
Q1 | $607K | Buy |
15,839
+6,813
| +75% | +$261K | 0.23% | 94 |
|
2021
Q4 | $296K | Buy |
9,026
+836
| +10% | +$27.4K | 0.11% | 129 |
|
2021
Q3 | $273K | Buy |
8,190
+321
| +4% | +$10.7K | 0.1% | 135 |
|
2021
Q2 | $287K | Buy |
7,869
+156
| +2% | +$5.69K | 0.1% | 130 |
|
2021
Q1 | $235K | Buy |
+7,713
| New | +$235K | 0.1% | 134 |
|
2020
Q2 | – | Sell |
-4,400
| Closed | -$76K | – | 119 |
|
2020
Q1 | $76K | Buy |
4,400
+2,351
| +115% | +$40.6K | 0.05% | 115 |
|
2019
Q4 | $87K | Sell |
2,049
-1,391
| -40% | -$59.1K | 0.06% | 125 |
|
2019
Q3 | $157K | Sell |
3,440
-629
| -15% | -$28.7K | 0.11% | 114 |
|
2019
Q2 | $178K | Buy |
4,069
+682
| +20% | +$29.8K | 0.16% | 101 |
|
2019
Q1 | $162K | Sell |
3,387
-682
| -17% | -$32.6K | 0.1% | 127 |
|
2018
Q4 | $178K | Buy |
+4,069
| New | +$178K | 0.14% | 110 |
|