Friedberg Investment Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-63,001
| Closed | -$2.89M | – | 107 |
|
|
2014
Q4 | $2.89M | Buy |
63,001
+500
| +0.8% | +$23K | 1.14% | 34 |
|
|
2014
Q3 | $3.32M | Sell |
62,501
-700
| -1% | -$37.2K | 1.28% | 30 |
|
|
2014
Q2 | $3.31M | Buy |
63,201
+490
| +0.8% | +$25.7K | 1.21% | 32 |
|
|
2014
Q1 | $2.92M | Sell |
62,711
-2,400
| -4% | -$112K | 1.14% | 35 |
|
|
2013
Q4 | $3.02M | Buy |
65,111
+750
| +1% | +$34.8K | 1.22% | 32 |
|
|
2013
Q3 | $2.87M | Sell |
64,361
-570
| -0.9% | -$25.4K | 1.25% | 30 |
|
|
2013
Q2 | $3.03M | Buy |
+64,931
| New | +$3.03M | 1.36% | 27 |
|