EWM
AMJ
Evercore Wealth Management’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 |
-500
| Closed | -$15K | – | 958 |
|
|
2017
Q2 | $15K | Buy |
+500
| New | +$15K | ﹤0.01% | 761 |
|
|
2016
Q3 | – | Sell |
-2,000
| Closed | -$64K | – | 1066 |
|
|
2016
Q2 | $64K | Sell |
2,000
-3,895
| -66% | -$125K | ﹤0.01% | 533 |
|
|
2016
Q1 | $160K | Sell |
5,895
-510
| -8% | -$13.8K | 0.01% | 394 |
|
|
2015
Q4 | $186K | Buy |
6,405
+4,405
| +220% | +$128K | 0.01% | 379 |
|
|
2015
Q3 | $61K | Sell |
2,000
-7,701
| -79% | -$235K | ﹤0.01% | 556 |
|
|
2015
Q2 | $384K | Buy |
9,701
+4,147
| +75% | +$164K | 0.02% | 309 |
|
|
2015
Q1 | $237K | Buy |
+5,554
| New | +$237K | 0.01% | 386 |
|
|
2014
Q4 | – | Sell |
-33,535
| Closed | -$1.78M | – | 1012 |
|
|
2014
Q3 | $1.78M | Buy |
33,535
+9,989
| +42% | +$531K | 0.09% | 145 |
|
|
2014
Q2 | $1.23M | Sell |
23,546
-1,874
| -7% | -$98.1K | 0.06% | 169 |
|
|
2014
Q1 | $1.18M | Buy |
25,420
+3,270
| +15% | +$152K | 0.07% | 168 |
|
|
2013
Q4 | $1.03M | Buy |
22,150
+19,254
| +665% | +$893K | 0.06% | 189 |
|
|
2013
Q3 | $129K | Sell |
2,896
-50
| -2% | -$2.23K | 0.01% | 450 |
|
|
2013
Q2 | $137K | Buy |
+2,946
| New | +$137K | 0.01% | 445 |
|