WESPAC 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 | $677K | Buy |
13,853
+147
| +1% | +$7.18K | 0.47% | 87 |
|
2025
Q1 | $712K | Buy |
+13,706
| New | +$712K | 0.58% | 75 |
|
2023
Q4 | – | Sell |
-5,774
| Closed | -$244K | – | 154 |
|
2023
Q3 | $244K | Buy |
+5,774
| New | +$244K | 0.18% | 123 |
|
2017
Q4 | – | Sell |
-59,455
| Closed | -$3.34M | – | 121 |
|
2017
Q3 | $3.34M | Sell |
59,455
-4,612
| -7% | -$259K | 2.2% | 7 |
|
2017
Q2 | $3.83M | Buy |
64,067
+26,359
| +70% | +$1.58M | 2.62% | 3 |
|
2017
Q1 | $2.4M | Sell |
37,708
-9,109
| -19% | -$579K | 2.77% | 2 |
|
2016
Q4 | $2.95M | Buy |
46,817
+3,108
| +7% | +$196K | 3.31% | 1 |
|
2016
Q3 | $2.77M | Buy |
43,709
+4,003
| +10% | +$254K | 3.13% | 1 |
|
2016
Q2 | $2.53M | Buy |
+39,706
| New | +$2.53M | 2.61% | 2 |
|
2015
Q3 | – | Sell |
-11,718
| Closed | -$912K | – | 66 |
|
2015
Q2 | $912K | Buy |
+11,718
| New | +$912K | 0.68% | 57 |
|