Beck Capital Management’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 | |
---|---|---|---|---|---|---|---|---|
2015
Q1 | – | Sell |
-16,755
| Closed | -$770K | – | 154 |
|
2014
Q4 | $770K | Sell |
16,755
-1,335
| -7% | -$61.4K | 0.45% | 62 |
|
2014
Q3 | $895K | Sell |
18,090
-475
| -3% | -$23.5K | 0.63% | 51 |
|
2014
Q2 | $972K | Sell |
18,565
-575
| -3% | -$30.1K | 0.65% | 53 |
|
2014
Q1 | $904K | Sell |
19,140
-400
| -2% | -$18.9K | 0.69% | 54 |
|
2013
Q4 | $895K | Buy |
+19,540
| New | +$895K | 0.72% | 43 |
|