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
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-237,190
Closed -$5.17M – 593
2019
Q4 		$5.17M Buy
237,190
+54,160
+30% +$1.17M 0.68% 22
2019
Q3 		$4.26M Buy
183,030
+20,558
+13% +$496K 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% +$2.7M 0.66% 23
2018
Q4 		$1.1M Buy
+49,167
New +$1.24M 0.21% 51

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ECM
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Creative Planning
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Mariner
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AP
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BO
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Morgan Stanley
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Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return