Financial Architects (New Jersey)’s Alliance Resource Partners ARLP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-409
| Closed | -$8K | – | 1249 |
|
|
2017
Q4 | $8K | Sell |
409
-20
| -5% | -$391 | ﹤0.01% | 1059 |
|
|
2017
Q3 | $8K | Sell |
429
-70
| -14% | -$1.31K | ﹤0.01% | 1074 |
|
|
2017
Q2 | $9K | Hold |
499
| – | – | ﹤0.01% | 1049 |
|
|
2017
Q1 | $11K | Sell |
499
-130
| -21% | -$2.87K | ﹤0.01% | 999 |
|
|
2016
Q4 | $14K | Buy |
629
+20
| +3% | +$445 | ﹤0.01% | 914 |
|
|
2016
Q3 | $14K | Hold |
609
| – | – | ﹤0.01% | 908 |
|
|
2016
Q2 | $10K | Buy |
609
+20
| +3% | +$328 | ﹤0.01% | 953 |
|
|
2016
Q1 | $7K | Buy |
+589
| New | +$7K | ﹤0.01% | 798 |
|
|
2015
Q3 | – | Sell |
-424
| Closed | -$11K | – | 248 |
|
|
2015
Q2 | $11K | Hold |
424
| – | – | ﹤0.01% | 739 |
|
|
2015
Q1 | $14K | Buy |
+424
| New | +$14K | 0.01% | 638 |
|