Gupta Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $837K | Buy |
30,908
+9,863
| +47% | +$267K | 0.2% | 103 |
|
|
2015
Q4 | $610K | Sell |
21,045
-20,792
| -50% | -$603K | 0.16% | 122 |
|
|
2015
Q3 | $1.27M | Sell |
41,837
-5,400
| -11% | -$164K | 0.31% | 70 |
|
|
2015
Q2 | $1.87M | Sell |
47,237
-3,053
| -6% | -$121K | 0.46% | 56 |
|
|
2015
Q1 | $2.15M | Buy |
+50,290
| New | +$2.15M | 0.63% | 45 |
|