Colonial Trust Advisors ALPS ETF TR ALERIAN MLPETF Transaction History

Colonial Trust Advisors

  • $1.14 Billion
  • Q3 2024

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2020

Aug 10, 2020
SELL
N/A
-21,225 Closed
0 $0
Q1 2020

May 06, 2020
SELL
N/A
-2,450 Reduced 10.35%
21,225 $73,000
Q4 2019

Feb 14, 2020
SELL
N/A
-3,000 Reduced 11.25%
23,675 $201,000
Q3 2019

Nov 15, 2019
SELL
N/A
-1,975 Reduced 6.89%
26,675 $244,000
Q2 2019

Aug 21, 2019
SELL
N/A
-4,750 Reduced 14.22%
28,650 $282,000
Q1 2019

May 15, 2019
BUY
N/A
2,950 Added 9.69%
33,400 $335,000
Q4 2018

Feb 12, 2019
SELL
N/A
-7,800 Reduced 20.39%
30,450 $266,000
Q3 2018

Nov 14, 2018
SELL
N/A
-2,400 Reduced 5.9%
38,250 $409,000
Q1 2018

May 10, 2018
SELL
N/A
-9,300 Reduced 18.62%
40,650 $381,000
Q4 2017

Feb 21, 2018
BUY
N/A
3,888 Added 8.44%
49,950 $539,000
Q3 2017

Nov 14, 2017
SELL
N/A
-12,000 Reduced 20.67%
46,062 $517,000
Q2 2017

Aug 14, 2017
BUY
N/A
58,062
58,062 $694,000
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