Capital Asset 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 | $227K | Hold |
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|
2023
Q4 | $201K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $163K | Hold |
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|
2022
Q2 | $154K | Sell |
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|
2022
Q1 | $186K | Buy |
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|
2021
Q4 | $142K | Buy |
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|
2021
Q3 | $104K | Sell |
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|
2021
Q2 | $128K | Buy |
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|
2021
Q1 | $89K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $11K | Sell |
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|
2019
Q4 | $716K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $376K | Sell |
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|
2017
Q3 | $449K | Buy |
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|
2017
Q2 | $438K | Buy |
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|
2017
Q1 | $450K | Buy |
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|
2016
Q4 | $435K | Buy |
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|
2016
Q3 | $429K | Buy |
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|
2016
Q2 | $432K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $201K | Buy |
|