Colony Group’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
Q2
Sell
2020
Q1
$303K Sell
2019
Q4
$853K Sell
2019
Q3
$949K Sell
2019
Q2
$1.12M Sell
2019
Q1
$1.25M Sell
2018
Q4
$1.11M Buy
2016
Q1
Sell
2015
Q4
$293K Sell
2015
Q3
$361K Sell
2015
Q2
$8.74M Buy
2015
Q1
$8.25M Buy
2014
Q4
$8.55M Sell
2014
Q3
$11M Buy
2014
Q2
$10M Sell
2014
Q1
$10M Buy
2013
Q4
$9.35M Buy