Geneva Advisors’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $549K | Sell |
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|
2017
Q1 | $672K | Sell |
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|
2016
Q4 | $663K | Sell |
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|
2016
Q3 | $733K | Buy |
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|
2016
Q2 | $373K | Hold |
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|
2016
Q1 | $318K | Sell |
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|
2015
Q4 | $580K | Buy |
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|
2015
Q3 | $448K | Hold |
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|
2015
Q2 | $584K | Sell |
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|
2015
Q1 | $888K | Buy |
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|
2014
Q4 | $841K | Buy |
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|
2014
Q3 | $856K | Hold |
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|
2014
Q2 | $845K | Buy |
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|
2014
Q1 | $704K | Buy |
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|
2013
Q4 | $562K | Hold |
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|
2013
Q3 | $541K | Sell |
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|
2013
Q2 | $685K | Buy |
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