Creative Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $4.58M | Buy |
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|
2023
Q4 | $3.79M | Sell |
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|
2023
Q3 | $5.7M | Sell |
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|
2023
Q2 | $6.16M | Buy |
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|
2023
Q1 | $5.63M | Sell |
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|
2022
Q4 | $7.27M | Sell |
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|
2022
Q3 | $7.21M | Sell |
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|
2022
Q2 | $6.97M | Sell |
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|
2022
Q1 | $7.88M | Sell |
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|
2021
Q4 | $6.86M | Sell |
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|
2021
Q3 | $7.36M | Sell |
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|
2021
Q2 | $8.09M | Sell |
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|
2021
Q1 | $7.13M | Sell |
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|
2020
Q4 | $10.9M | Sell |
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|
2020
Q3 | $8.48M | Sell |
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|
2020
Q2 | $12.1M | Sell |
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|
2020
Q1 | $11.9M | Buy |
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|
2019
Q4 | $17.6M | Sell |
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|
2019
Q3 | $78.6M | Sell |
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|
2019
Q2 | $181M | Sell |
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|
2019
Q1 | $185M | Buy |
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|
2018
Q4 | $157M | Buy |
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|
2018
Q3 | $1.62M | Sell |
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|
2018
Q2 | $2.29M | Buy |
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|
2018
Q1 | $1.1M | Buy |
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|
2017
Q4 | $482K | Sell |
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|
2017
Q3 | $1.1M | Sell |
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|
2017
Q2 | $1.3M | Sell |
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|
2017
Q1 | $1.74M | Sell |
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|
2016
Q4 | $1.73M | Buy |
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|
2016
Q3 | $1.51M | Buy |
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|
2016
Q2 | $301K | Buy |
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|
2016
Q1 | $198K | Buy |
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|
2015
Q4 | $155K | Sell |
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|
2015
Q3 | $251K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $335K | Sell |
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|
2014
Q4 | $426K | Buy |
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|
2014
Q3 | $242K | Sell |
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|
2014
Q2 | $256K | Sell |
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|
2014
Q1 | $269K | Buy |
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|
2013
Q4 | $266K | Sell |
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|
2013
Q3 | $258K | Sell |
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|
2013
Q2 | $307K | Buy |
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