Coastwise Capital Group’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-12,258
| Closed | -$311K | – | 125 |
|
|
2023
Q4 | $311K | Sell |
12,258
-1,649
| -12% | -$41.8K | 0.32% | 82 |
|
|
2023
Q3 | $344K | Sell |
13,907
-1,430
| -9% | -$35.3K | 0.39% | 73 |
|
|
2023
Q2 | $351K | Buy |
15,337
+81
| +0.5% | +$1.86K | 0.4% | 73 |
|
|
2023
Q1 | $339K | Sell |
15,256
-223
| -1% | -$4.95K | 0.39% | 77 |
|
|
2022
Q4 | $337K | Sell |
15,479
-29
| -0.2% | -$631 | 0.4% | 73 |
|
|
2022
Q3 | $311K | Buy |
15,508
+70
| +0.5% | +$1.4K | 0.49% | 65 |
|
|
2022
Q2 | $293K | Sell |
15,438
-1,168
| -7% | -$22.2K | 0.36% | 76 |
|
|
2022
Q1 | $347K | Buy |
+16,606
| New | +$347K | 0.43% | 71 |
|