HWA
AMJ

Heritage Wealth Advisors’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

Heritage Wealth Advisors’s Portfolio AMJ Stock Details AMJ Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
2019
Q4 		$5.17M Buy
2019
Q3 		$4.26M Buy
2019
Q2 		$4.08M Buy
2019
Q1 		$4.01M Buy
2018
Q4 		$1.1M Buy