Arete Wealth Advisors’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $755K | Sell |
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|
2023
Q4 | $741K | Buy |
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|
2023
Q3 | $655K | Sell |
|
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|
2023
Q2 | $610K | Hold |
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|
2023
Q1 | $591K | Sell |
|
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|
2022
Q4 | $621M | Buy |
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|
2022
Q3 | $535K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $453K | Hold |
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|
2021
Q4 | $386K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $105K | Sell |
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|
2019
Q4 | $306K | Buy |
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|
2019
Q3 | $214K | Buy |
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|
2019
Q2 | $209K | Sell |
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|
2019
Q1 | $220K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $242K | Sell |
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|
2018
Q2 | $285K | Sell |
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|
2018
Q1 | $262K | Sell |
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|
2017
Q4 | $473K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $405K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $2.06M | Sell |
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|
2014
Q2 | $3.27M | Buy |
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|
2014
Q1 | $1.08M | Sell |
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|
2013
Q4 | $1.63M | Buy |
|