Belmont Global 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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-5,678
| Closed | -$225K | – | 88 |
|
|
2015
Q2 | $225K | Hold |
5,678
| – | – | 0.25% | 87 |
|
|
2015
Q1 | $243K | Hold |
5,678
| – | – | 0.25% | 70 |
|
|
2014
Q4 | $261K | Hold |
5,678
| – | – | 0.26% | 88 |
|
|
2014
Q3 | $301K | Buy |
5,678
+1,683
| +42% | +$89.2K | 0.24% | 94 |
|
|
2014
Q2 | $209K | Buy |
+3,995
| New | +$209K | 0.15% | 113 |
|