Wealthspire Advisors (Maryland)’s Alerian MLP ETF AMLP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-4,190
| Closed | -$191K | – | 498 |
|
|
2019
Q3 | $191K | Sell |
4,190
-4,143
| -50% | -$189K | 0.01% | 444 |
|
|
2019
Q2 | $410K | Hold |
8,333
| – | – | 0.03% | 288 |
|
|
2019
Q1 | $418K | Sell |
8,333
-1,920
| -19% | -$96.3K | 0.03% | 285 |
|
|
2018
Q4 | $448K | Sell |
10,253
-2,846
| -22% | -$124K | 0.04% | 238 |
|
|
2018
Q3 | $699K | Buy |
13,099
+1,583
| +14% | +$84.5K | 0.06% | 186 |
|
|
2018
Q2 | $582K | Sell |
11,516
-963
| -8% | -$48.7K | 0.05% | 208 |
|
|
2018
Q1 | $585K | Sell |
12,479
-970
| -7% | -$45.5K | 0.06% | 214 |
|
|
2017
Q4 | $726K | Sell |
13,449
-19
| -0.1% | -$1.03K | 0.07% | 179 |
|
|
2017
Q3 | $756K | Buy |
13,468
+9,867
| +274% | +$554K | 0.08% | 161 |
|
|
2017
Q2 | $215K | Buy |
3,601
+3,399
| +1,683% | +$203K | 0.03% | 429 |
|
|
2017
Q1 | $13K | Buy |
202
+2
| +1% | +$129 | ﹤0.01% | 1225 |
|
|
2016
Q4 | $13K | Hold |
200
| – | – | ﹤0.01% | 1131 |
|
|
2016
Q3 | $13K | Buy |
+200
| New | +$13K | ﹤0.01% | 1175 |
|
|
2016
Q1 | – | Sell |
-392
| Closed | -$24K | – | 1739 |
|
|
2015
Q4 | $24K | Buy |
+392
| New | +$24K | ﹤0.01% | 911 |
|