Williams Jones Wealth 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 | $8.1M | Buy |
165,713
+2,941
| +2% | +$144K | 0.1% | 108 |
|
|
2025
Q1 | $8.45M | Sell |
162,772
-5,626
| -3% | -$292K | 0.11% | 107 |
|
|
2024
Q4 | $8.11M | Buy |
168,398
+6,995
| +4% | +$337K | 0.1% | 113 |
|
|
2024
Q3 | $7.61M | Buy |
161,403
+1,450
| +0.9% | +$68.3K | 0.09% | 123 |
|
|
2024
Q2 | $7.67M | Buy |
159,953
+127,825
| +398% | +$6.13M | 0.1% | 117 |
|
|
2024
Q1 | $1.52M | Buy |
32,128
+5,930
| +23% | +$281K | 0.02% | 221 |
|
|
2023
Q4 | $1.11M | Buy |
+26,198
| New | +$1.11M | 0.02% | 247 |
|