Heritage Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-237,190
| Closed | -$5.17M | – | 593 |
|
|
2019
Q4 | $5.17M | Buy |
237,190
+54,160
| +30% | +$1.18M | 0.68% | 22 |
|
|
2019
Q3 | $4.26M | Buy |
183,030
+20,558
| +13% | +$478K | 0.63% | 24 |
|
|
2019
Q2 | $4.08M | Buy |
162,472
+5,257
| +3% | +$132K | 0.63% | 24 |
|
|
2019
Q1 | $4.01M | Buy |
157,215
+108,048
| +220% | +$2.76M | 0.66% | 23 |
|
|
2018
Q4 | $1.1M | Buy |
+49,167
| New | +$1.1M | 0.21% | 51 |
|