Crewe Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-1,536
| Closed | -$34K | – | 276 |
|
|
2018
Q4 | $34K | Hold |
1,536
| – | – | 0.01% | 135 |
|
|
2018
Q3 | $42K | Hold |
1,536
| – | – | 0.04% | 134 |
|
|
2018
Q2 | $41K | Hold |
1,536
| – | – | 0.04% | 133 |
|
|
2018
Q1 | $37K | Hold |
1,536
| – | – | 0.04% | 134 |
|
|
2017
Q4 | $42K | Buy |
+1,536
| New | +$42K | 0.04% | 132 |
|