Westside Investment 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 | $1.59M | Buy |
32,613
+5,982
| +22% | +$292K | 0.3% | 86 |
|
|
2025
Q1 | $1.38M | Sell |
26,631
-775
| -3% | -$40.3K | 0.29% | 92 |
|
|
2024
Q4 | $1.32M | Sell |
27,406
-267
| -1% | -$12.9K | 0.28% | 97 |
|
|
2024
Q3 | $1.3M | Buy |
27,673
+911
| +3% | +$42.9K | 0.28% | 90 |
|
|
2024
Q2 | $1.28M | Buy |
26,762
+148
| +0.6% | +$7.1K | 0.29% | 89 |
|
|
2024
Q1 | $1.26M | Buy |
26,614
+114
| +0.4% | +$5.41K | 0.3% | 86 |
|
|
2023
Q4 | $1.13M | Buy |
26,500
+2,279
| +9% | +$96.9K | 0.29% | 94 |
|
|
2023
Q3 | $1.02M | Sell |
24,221
-1,681
| -6% | -$70.9K | 0.29% | 87 |
|
|
2023
Q2 | $1.02M | Sell |
25,902
-7,802
| -23% | -$306K | 0.29% | 89 |
|
|
2023
Q1 | $1.3M | Buy |
33,704
+642
| +2% | +$24.8K | 0.38% | 73 |
|
|
2022
Q4 | $1.26K | Buy |
33,062
+972
| +3% | +$37 | ﹤0.01% | 254 |
|
|
2022
Q3 | $1.17K | Buy |
32,090
+8,797
| +38% | +$322 | ﹤0.01% | 261 |
|
|
2022
Q2 | $802 | Buy |
23,293
+1,863
| +9% | +$64 | ﹤0.01% | 269 |
|
|
2022
Q1 | $820 | Buy |
+21,430
| New | +$820 | ﹤0.01% | 271 |
|
|
2020
Q4 | – | Sell |
-4,500
| Closed | -$85.9K | – | 644 |
|
|
2020
Q3 | $85.9K | Buy |
4,500
+700
| +18% | +$13.4K | 0.04% | 68 |
|
|
2020
Q2 | $88.9K | Hold |
3,800
| – | – | 0.05% | 54 |
|
|
2020
Q1 | $169K | Buy |
+3,800
| New | +$169K | 0.12% | 26 |
|
|
2019
Q2 | $5.19K | Buy |
+2,500
| New | +$5.19K | 0.01% | 77 |
|
|
2018
Q4 | $79.1K | Buy |
1,800
+100
| +6% | +$4.39K | 0.03% | 237 |
|
|
2018
Q3 | $90.9K | Buy |
1,700
+1,600
| +1,600% | +$85.5K | 0.03% | 211 |
|
|
2018
Q2 | $5.13K | Sell |
100
-1,600
| -94% | -$82K | ﹤0.01% | 677 |
|
|
2018
Q1 | $79.1K | Sell |
1,700
-800
| -32% | -$37.2K | 0.04% | 238 |
|
|
2017
Q4 | $142K | Buy |
2,500
+1,237
| +98% | +$70.4K | 0.08% | 185 |
|
|
2017
Q3 | $71.6K | Buy |
1,263
+976
| +340% | +$55.3K | 0.04% | 242 |
|
|
2017
Q2 | $17K | Buy |
287
+235
| +452% | +$13.9K | 0.01% | 413 |
|
|
2017
Q1 | $3.31K | Hold |
52
| – | – | ﹤0.01% | 671 |
|
|
2016
Q4 | $3.31K | Buy |
+52
| New | +$3.31K | ﹤0.01% | 557 |
|