Apollon Wealth Management’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-55,335
| Closed | -$1.58M | – | 1179 |
|
|
2024
Q1 | $1.58M | Sell |
55,335
-3,392
| -6% | -$96.6K | 0.05% | 341 |
|
|
2023
Q4 | $1.49M | Sell |
58,727
-1,602
| -3% | -$40.6K | 0.05% | 334 |
|
|
2023
Q3 | $1.49M | Sell |
60,329
-1,534
| -2% | -$37.9K | 0.07% | 260 |
|
|
2023
Q2 | $1.42M | Sell |
61,863
-6,416
| -9% | -$147K | 0.07% | 296 |
|
|
2023
Q1 | $1.52M | Buy |
68,279
+17
| +0% | +$377 | 0.09% | 226 |
|
|
2022
Q4 | $1.48M | Buy |
+68,262
| New | +$1.48M | 0.11% | 203 |
|