Calamos Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-132,436
| Closed | -$3.74M | – | 241 |
|
|
2017
Q3 | $3.74M | Buy |
132,436
+14,033
| +12% | +$396K | 0.52% | 67 |
|
|
2017
Q2 | $3.52M | Buy |
118,403
+30,425
| +35% | +$904K | 0.5% | 64 |
|
|
2017
Q1 | $2.84M | Buy |
87,978
+48,083
| +121% | +$1.55M | 0.42% | 70 |
|
|
2016
Q4 | $1.26M | Buy |
39,895
+30,790
| +338% | +$973K | 0.2% | 136 |
|
|
2016
Q3 | $287K | Buy |
+9,105
| New | +$287K | 0.05% | 179 |
|