Coppell Advisory Solutions’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $117K | Sell |
4,628
-1,745
| -27% | -$44.3K | 0.02% | 335 |
|
|
2023
Q3 | $139K | Buy |
6,373
+1,675
| +36% | +$36.4K | 0.05% | 190 |
|
|
2023
Q2 | $107K | Buy |
+4,698
| New | +$107K | 0.03% | 257 |
|
|
2023
Q1 | – | Sell |
-6,373
| Closed | -$139K | – | 1156 |
|
|
2022
Q4 | $139K | Buy |
+6,373
| New | +$139K | 0.05% | 194 |
|