B. Riley Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-6,489
| Closed | -$207K | – | 661 |
|
|
2016
Q2 | $207K | Buy |
+6,489
| New | +$207K | 0.04% | 522 |
|
|
2015
Q1 | – | Sell |
-2,350
| Closed | -$108 | – | 2079 |
|
|
2014
Q4 | $108 | Buy |
+2,350
| New | +$108 | ﹤0.01% | 1678 |
|
|
2014
Q3 | – | Sell |
-2,154
| Closed | -$113K | – | 1972 |
|
|
2014
Q2 | $113K | Buy |
+2,154
| New | +$113K | 0.03% | 664 |
|
|
2013
Q3 | – | Sell |
-3,065
| Closed | -$143K | – | 755 |
|
|
2013
Q2 | $143K | Buy |
+3,065
| New | +$143K | 0.05% | 448 |
|