Capital Advisory Group Advisory Services’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $962K | Sell |
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|
2023
Q4 | $2.37M | Sell |
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|
2023
Q3 | $2.33M | Sell |
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|
2023
Q2 | $2.34M | Sell |
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|
2023
Q1 | $2.27M | Buy |
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|
2022
Q4 | $2.21M | Sell |
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|
2022
Q3 | $2.09M | Sell |
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|
2022
Q2 | $2.4M | Buy |
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|
2022
Q1 | $2.41M | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $16K | Hold |
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|
2019
Q2 | $17K | Hold |
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|
2019
Q1 | $18K | Hold |
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|
2018
Q4 | $16K | Hold |
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|
2018
Q3 | $20K | Hold |
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|
2018
Q2 | $18K | Hold |
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|
2018
Q1 | $16K | Buy |
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