IWA
AMJ
IBEX Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-103,479
| Closed | -$1.37M | – | 110 |
|
|
2020
Q2 | $1.37M | Sell |
103,479
-7,439
| -7% | -$98.1K | 0.44% | 77 |
|
|
2020
Q1 | $1M | Sell |
110,918
-4,352
| -4% | -$39.3K | 0.39% | 76 |
|
|
2019
Q4 | $2.51M | Buy |
+115,270
| New | +$2.51M | 0.77% | 56 |
|
|
2019
Q3 | – | Sell |
-2,415
| Closed | -$60K | – | 373 |
|
|
2019
Q2 | $60K | Buy |
+2,415
| New | +$60K | 0.02% | 200 |
|
|
2017
Q3 | – | Sell |
-6,059
| Closed | -$178K | – | 148 |
|
|
2017
Q2 | $178K | Buy |
+6,059
| New | +$178K | 0.07% | 130 |
|
|
2017
Q1 | – | Sell |
-3,772
| Closed | -$121K | – | 411 |
|
|
2016
Q4 | $121K | Buy |
+3,772
| New | +$121K | 0.06% | 128 |
|