Carroll Financial Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
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|
2020
Q2 | $30K | Sell |
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|
2020
Q1 | $32K | Hold |
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|
2019
Q4 | $78K | Sell |
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|
2019
Q3 | $288K | Sell |
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|
2019
Q2 | $455K | Hold |
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|
2019
Q1 | $462K | Sell |
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|
2018
Q4 | $451K | Sell |
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|
2018
Q3 | $527K | Hold |
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|
2018
Q2 | $511K | Sell |
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|
2018
Q1 | $501K | Buy |
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|
2017
Q4 | $570K | Sell |
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|
2017
Q3 | $700K | Buy |
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|
2017
Q2 | $687K | Sell |
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|
2017
Q1 | $769K | Sell |
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|
2016
Q4 | $834K | Sell |
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|
2016
Q3 | $955K | Buy |
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|
2016
Q2 | $856K | Sell |
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|
2016
Q1 | $754K | Buy |
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|
2015
Q4 | $756K | Sell |
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|
2015
Q3 | $6.15M | Buy |
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|
2015
Q2 | $6.48M | Buy |
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|
2015
Q1 | $1.53M | Sell |
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|
2014
Q4 | $1.71M | Sell |
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|
2014
Q3 | $9.13M | Sell |
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|
2014
Q2 | $10.1M | Buy |
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|
2014
Q1 | $8.96M | Sell |
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|
2013
Q4 | $9.37M | Sell |
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|
2013
Q3 | $9.3M | Sell |
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|
2013
Q2 | $0 | Buy |
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