Foundations Investment 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
Q1
Sell
-8,380
Closed -$222K 766
2023
Q4
$222K Sell
8,380
-338
-4% -$8.96K 0.01% 622
2023
Q3
$215K Buy
+8,718
New +$215K 0.01% 596