Berman Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-196
| Closed | -$1K | – | 1891 |
|
|
2020
Q1 | $1K | Hold |
196
| – | – | ﹤0.01% | 1408 |
|
|
2019
Q4 | $4K | Hold |
196
| – | – | ﹤0.01% | 1058 |
|
|
2019
Q3 | $4K | Sell |
196
-259
| -57% | -$5.29K | ﹤0.01% | 1037 |
|
|
2019
Q2 | $11K | Sell |
455
-455
| -50% | -$11K | ﹤0.01% | 703 |
|
|
2019
Q1 | $23K | Hold |
910
| – | – | 0.01% | 426 |
|
|
2018
Q4 | $20K | Buy |
+910
| New | +$20K | 0.01% | 388 |
|