Aptus Capital Advisors’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 |
-1,292
| Closed | -$36.8K | – | 1235 |
|
2024
Q1 | $36.8K | Hold |
1,292
| – | – | ﹤0.01% | 913 |
|
2023
Q4 | $32.8K | Hold |
1,292
| – | – | ﹤0.01% | 715 |
|
2023
Q3 | $31.9K | Sell |
1,292
-102
| -7% | -$2.52K | ﹤0.01% | 718 |
|
2023
Q2 | $31.9K | Buy |
1,394
+226
| +19% | +$5.18K | ﹤0.01% | 607 |
|
2023
Q1 | $25.9K | Buy |
1,168
+102
| +10% | +$2.26K | ﹤0.01% | 613 |
|
2022
Q4 | $23.2K | Hold |
1,066
| – | – | ﹤0.01% | 640 |
|
2022
Q3 | $21K | Buy |
+1,066
| New | +$21K | ﹤0.01% | 611 |
|