Wealthstreet Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-14,440
| Closed | -$440K | – | 104 |
|
|
2021
Q1 | $440K | Buy |
14,440
+940
| +7% | +$28.6K | 0.04% | 262 |
|
|
2020
Q4 | $346K | Sell |
13,500
-1,790
| -12% | -$45.9K | 0.04% | 284 |
|
|
2020
Q3 | $305K | Sell |
15,290
-1,124
| -7% | -$22.4K | 0.03% | 275 |
|
|
2020
Q2 | $405K | Sell |
16,414
-1,050
| -6% | -$25.9K | 0.05% | 237 |
|
|
2020
Q1 | $300K | Sell |
17,464
-11,960
| -41% | -$205K | 0.04% | 244 |
|
|
2019
Q4 | $1.25M | Buy |
29,424
+13,761
| +88% | +$585K | 0.15% | 134 |
|
|
2019
Q3 | $669K | Sell |
15,663
-1,920
| -11% | -$82K | 0.09% | 188 |
|
|
2019
Q2 | $866K | Sell |
17,583
-200
| -1% | -$9.85K | 0.11% | 161 |
|
|
2019
Q1 | $892K | Sell |
17,783
-300
| -2% | -$15K | 0.12% | 154 |
|
|
2018
Q4 | $876K | Sell |
18,083
-80
| -0.4% | -$3.88K | 0.12% | 147 |
|
|
2018
Q3 | $970K | Sell |
18,163
-220
| -1% | -$11.7K | 0.12% | 158 |
|
|
2018
Q2 | $928K | Sell |
18,383
-400
| -2% | -$20.2K | 0.12% | 158 |
|
|
2018
Q1 | $880K | Buy |
18,783
+260
| +1% | +$12.2K | 0.11% | 166 |
|
|
2017
Q4 | $999K | Buy |
+18,523
| New | +$999K | 0.12% | 155 |
|