IWA
AMJ

IBEX Wealth Advisors’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

IBEX 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
Q3 		– Sell
2020
Q2 		$1.36M Sell
2020
Q1 		$1M Sell
2019
Q4 		$2.51M Buy
2019
Q3 		– Sell
2019
Q2 		$60K Buy
2017
Q3 		– Sell
2017
Q2 		$178K Buy
2017
Q1 		– Sell
2016
Q4 		$121K Buy