Independent Portfolio Consultants’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q2
$313K Sell
2017
Q1
$442K Buy
2016
Q4
$423K Buy
2016
Q3
$410K Buy
2016
Q2
$350K Sell
2016
Q1
$1.25M Buy
2015
Q4
$992K Sell
2015
Q3
$2.22M Sell
2015
Q2
$3.48M Buy
2015
Q1
$3.47M Sell
2014
Q4
$5.57M Buy
2014
Q3
$673K Buy
2014
Q2
$127K Buy