IHT Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-22,100
| Closed | -$434K | – | 994 |
|
|
2021
Q2 | $434K | Buy |
22,100
+20
| +0.1% | +$393 | 0.03% | 572 |
|
|
2021
Q1 | $366K | Buy |
+22,080
| New | +$366K | 0.03% | 560 |
|
|
2018
Q2 | – | Sell |
-3,000
| Closed | -$71K | – | 1436 |
|
|
2018
Q1 | $71K | Hold |
3,000
| – | – | 0.02% | 582 |
|
|
2017
Q4 | $87K | Sell |
3,000
-860
| -22% | -$24.9K | 0.02% | 528 |
|
|
2017
Q3 | $110K | Buy |
3,860
+14
| +0.4% | +$399 | 0.05% | 338 |
|
|
2017
Q2 | $35 | Buy |
3,846
+3,014
| +362% | +$27 | 0.02% | 621 |
|
|
2017
Q1 | $27K | Buy |
+832
| New | +$27K | 0.02% | 570 |
|