Ausdal Financial Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-7,245
| Closed | -$234K | – | 334 |
|
|
2017
Q1 | $234K | Sell |
7,245
-238
| -3% | -$7.69K | 0.11% | 234 |
|
|
2016
Q4 | $237K | Hold |
7,483
| – | – | 0.11% | 213 |
|
|
2016
Q3 | $236K | Buy |
7,483
+116
| +2% | +$3.66K | 0.12% | 210 |
|
|
2016
Q2 | $234K | Buy |
+7,367
| New | +$234K | 0.12% | 200 |
|
|
2016
Q1 | – | Sell |
-5,009
| Closed | -$145K | – | 1063 |
|
|
2015
Q4 | $145K | Buy |
+5,009
| New | +$145K | 0.07% | 242 |
|