CPA
AMJ

Clear Perspective Advisors’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

Clear Perspective Advisors’s Portfolio AMJ Stock Details AMJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-6,062
Closed -$1.67M – 145
2018
Q3 		$1.67M Sell
6,062
-294
-5% -$8.21K 1.24% 17
2018
Q2 		$169K Buy
6,356
+32
+0.5% +$837 0.12% 151
2018
Q1 		$152K Buy
6,324
+4
+0.1% +$110 0.11% 153
2017
Q4 		$174K Buy
6,320
+3,489
+123% +$94.7K 0.13% 143
2017
Q3 		$80K Sell
2,831
-361
-11% -$10.4K 0.07% 202
2017
Q2 		$95K Sell
3,192
-308
-9% -$9.46K 0.08% 173
2017
Q1 		$113K Hold
3,500
– – 0.07% 158
2016
Q4 		$111K Buy
+3,500
New +$107K 0.07% 160

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PPA
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BJL
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Goldman Sachs
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JMPWA
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CBU
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ECM
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