Householder Group Estate & Retirement Specialist’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,083
| Closed | -$30.9K | – | 1377 |
|
|
2024
Q1 | $30.9K | Buy |
1,083
+16
| +1% | +$456 | 0.01% | 571 |
|
|
2023
Q4 | $27K | Buy |
1,067
+18
| +2% | +$455 | 0.01% | 578 |
|
|
2023
Q3 | $25.9K | Buy |
+1,049
| New | +$25.9K | 0.01% | 578 |
|
|
2023
Q1 | $36K | Sell |
1,614
-2,040
| -56% | -$45.5K | 0.01% | 509 |
|
|
2022
Q4 | $79K | Sell |
3,654
-141
| -4% | -$3.05K | 0.12% | 87 |
|
|
2022
Q3 | $76K | Buy |
+3,795
| New | +$76K | 0.03% | 315 |
|