Elevation Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-630
| Closed | -$17.9K | – | 544 |
|
|
2024
Q1 | $17.9K | Hold |
630
| – | – | 0.01% | 304 |
|
|
2023
Q4 | $15.6K | Sell |
630
-428
| -40% | -$10.6K | 0.01% | 301 |
|
|
2023
Q3 | $26.1K | Hold |
1,058
| – | – | 0.02% | 196 |
|
|
2023
Q2 | $24.2K | Hold |
1,058
| – | – | 0.02% | 203 |
|
|
2023
Q1 | $23.5K | Buy |
+1,058
| New | +$23.5K | 0.02% | 207 |
|