CWM
AMJ

Curi Wealth Management’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

Curi Wealth Management’s Portfolio AMJ Stock Details AMJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
2022
Q2 		$4K Sell
2022
Q1 		$14K Sell
2021
Q4 		$169K Buy
2021
Q3 		– Sell
2021
Q2 		$2.65M Buy
2021
Q1 		$1.92M Buy
2020
Q4 		$1.33M Buy