Atria Wealth Solutions’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 |
-139,957
| Closed | -$3.99M | – | 2098 |
|
|
2024
Q1 | $3.99M | Buy |
139,957
+13,101
| +10% | +$352K | 0.05% | 403 |
|
|
2023
Q4 | $3.22M | Buy |
126,856
+11,389
| +10% | +$286K | 0.04% | 443 |
|
|
2023
Q3 | $2.85M | Buy |
115,467
+28,563
| +33% | +$684K | 0.04% | 454 |
|
|
2023
Q2 | $1.99M | Buy |
86,904
+4,748
| +6% | +$107K | 0.03% | 566 |
|
|
2023
Q1 | $1.82M | Sell |
82,156
-23,061
| -22% | -$521K | 0.03% | 573 |
|
|
2022
Q4 | $2.29M | Buy |
105,217
+8,795
| +9% | +$193K | 0.04% | 465 |
|
|
2022
Q3 | $1.93M | Sell |
96,422
-8,056
| -8% | -$169K | 0.03% | 493 |
|
|
2022
Q2 | $1.98M | Buy |
104,478
+15,835
| +18% | +$333K | 0.04% | 450 |
|
|
2022
Q1 | $1.85M | Buy |
+88,643
| New | +$1.78M | 0.03% | 506 |
|
