HL Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-4,169
| Closed | -$221K | – | 710 |
|
|
2014
Q3 | $221K | Sell |
4,169
-398
| -9% | -$21.1K | 0.01% | 634 |
|
|
2014
Q2 | $239K | Buy |
4,567
+3
| +0.1% | +$157 | 0.01% | 617 |
|
|
2014
Q1 | $212K | Sell |
4,564
-2,997
| -40% | -$139K | 0.01% | 613 |
|
|
2013
Q4 | $350K | Buy |
7,561
+878
| +13% | +$40.6K | 0.01% | 469 |
|
|
2013
Q3 | $298K | Sell |
6,683
-1,260
| -16% | -$56.2K | 0.01% | 471 |
|
|
2013
Q2 | $370K | Buy |
+7,943
| New | +$370K | 0.01% | 392 |
|