BCWM
AMJ

Bartlett & Co Wealth Management’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

Bartlett & Co Wealth Management’s Portfolio AMJ Stock Details AMJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-15,300
Closed -$202K – 873
2020
Q2 		$202K Buy
15,300
+6,435
+73% +$84.9K 0.01% 308
2020
Q1 		$80.1K Hold
8,865
– – ﹤0.01% 389
2019
Q4 		$193K Hold
8,865
– – ﹤0.01% 335
2019
Q3 		$206K Buy
+8,865
New +$206K 0.01% 329