CWA
AMJ
Cypress Wealth Advisors’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-15,080
| Closed | -$448K | – | 83 |
|
|
2017
Q2 | $448K | Sell |
15,080
-4,630
| -23% | -$138K | 0.52% | 48 |
|
|
2017
Q1 | $637K | Hold |
19,710
| – | – | 0.29% | 76 |
|
|
2016
Q4 | $623K | Buy |
19,710
+1,583
| +9% | +$50K | 0.28% | 76 |
|
|
2016
Q3 | $571K | Hold |
18,127
| – | – | 0.26% | 87 |
|
|
2016
Q2 | $577K | Sell |
18,127
-2,168
| -11% | -$69K | 0.29% | 80 |
|
|
2016
Q1 | $550K | Sell |
20,295
-1,607
| -7% | -$43.6K | 0.25% | 86 |
|
|
2015
Q4 | $635K | Buy |
21,902
+7,680
| +54% | +$223K | 0.32% | 71 |
|
|
2015
Q3 | $432K | Hold |
14,222
| – | – | 0.23% | 103 |
|
|
2015
Q2 | $563K | Buy |
+14,222
| New | +$563K | 0.33% | 76 |
|