HWM
AMJ
Howard Wealth Management’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-10,732
| Closed | -$306K | – | 106 |
|
|
2024
Q1 | $306K | Buy |
10,732
+225
| +2% | +$6.41K | 0.25% | 77 |
|
|
2023
Q4 | $266K | Sell |
10,507
-335
| -3% | -$8.5K | 0.22% | 85 |
|
|
2023
Q3 | $268K | Hold |
10,842
| – | – | 0.25% | 78 |
|
|
2023
Q2 | $248K | Sell |
10,842
-4,128
| -28% | -$94.6K | 0.22% | 82 |
|
|
2023
Q1 | $332K | Sell |
14,970
-10
| -0.1% | -$222 | 0.28% | 75 |
|
|
2022
Q4 | $326K | Sell |
14,980
-1,850
| -11% | -$40.2K | 0.27% | 79 |
|
|
2022
Q3 | $337K | Sell |
16,830
-400
| -2% | -$8.01K | 0.24% | 80 |
|
|
2022
Q2 | $326K | Sell |
17,230
-450
| -3% | -$8.51K | 0.35% | 47 |
|
|
2022
Q1 | $369K | Sell |
17,680
-715
| -4% | -$14.9K | 0.2% | 90 |
|
|
2021
Q4 | $327K | Sell |
18,395
-97
| -0.5% | -$1.72K | 0.17% | 98 |
|
|
2021
Q3 | $335K | Hold |
18,492
| – | – | 0.19% | 93 |
|
|
2021
Q2 | $363K | Sell |
18,492
-305
| -2% | -$5.99K | 0.2% | 93 |
|
|
2021
Q1 | $311K | Sell |
18,797
-1,545
| -8% | -$25.6K | 0.18% | 97 |
|
|
2020
Q4 | $282K | Sell |
20,342
-875
| -4% | -$12.1K | 0.18% | 103 |
|
|
2020
Q3 | $228K | Sell |
21,217
-1,975
| -9% | -$21.2K | 0.16% | 109 |
|
|
2020
Q2 | $306K | Sell |
23,192
-263
| -1% | -$3.47K | 0.25% | 87 |
|
|
2020
Q1 | $211K | Sell |
23,455
-11,593
| -33% | -$104K | 0.22% | 91 |
|
|
2019
Q4 | $764K | Buy |
+35,048
| New | +$764K | 0.64% | 31 |
|