GeoWealth 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
2022
Q1
Sell
-11,024
Closed -$196K 437
2021
Q4
$196K Sell
11,024
-583
-5% -$10.4K 0.02% 271
2021
Q3
$211K Buy
+11,607
New +$211K 0.02% 288