EWA
AMJ
EverSource 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-30
| Closed | -$839 | – | 3178 |
|
|
2024
Q1 | $839 | Hold |
30
| – | – | ﹤0.01% | 2628 |
|
|
2023
Q4 | $761 | Hold |
30
| – | – | ﹤0.01% | 2444 |
|
|
2023
Q3 | $741 | Hold |
30
| – | – | ﹤0.01% | 2318 |
|
|
2023
Q2 | $687 | Sell |
30
-210
| -88% | -$4.81K | ﹤0.01% | 2293 |
|
|
2023
Q1 | $5.33K | Buy |
240
+210
| +700% | +$4.66K | ﹤0.01% | 1625 |
|
|
2022
Q4 | $653 | Hold |
30
| – | – | ﹤0.01% | 2166 |
|
|
2022
Q3 | $1K | Hold |
30
| – | – | ﹤0.01% | 1943 |
|
|
2022
Q2 | $1K | Hold |
30
| – | – | ﹤0.01% | 1688 |
|
|
2022
Q1 | $1K | Hold |
30
| – | – | ﹤0.01% | 1675 |
|
|
2021
Q4 | $1K | Buy |
+30
| New | +$1K | ﹤0.01% | 1751 |
|