CPA
AMJ
Clear Perspective Advisors’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-6,062
| Closed | -$1.67M | – | 145 |
|
|
2018
Q3 | $1.67M | Sell |
6,062
-294
| -5% | -$80.8K | 1.24% | 17 |
|
|
2018
Q2 | $169K | Buy |
6,356
+32
| +0.5% | +$851 | 0.12% | 151 |
|
|
2018
Q1 | $152K | Buy |
6,324
+4
| +0.1% | +$96 | 0.11% | 153 |
|
|
2017
Q4 | $174K | Buy |
6,320
+3,489
| +123% | +$96.1K | 0.13% | 143 |
|
|
2017
Q3 | $80K | Sell |
2,831
-361
| -11% | -$10.2K | 0.07% | 202 |
|
|
2017
Q2 | $95K | Sell |
3,192
-308
| -9% | -$9.17K | 0.08% | 173 |
|
|
2017
Q1 | $113K | Hold |
3,500
| – | – | 0.07% | 158 |
|
|
2016
Q4 | $111K | Buy |
+3,500
| New | +$111K | 0.07% | 160 |
|