IPC
AMJ
Independent Portfolio Consultants’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $313K | Sell |
10,554
-3,136
| -23% | -$93K | 0.13% | 234 |
|
|
2017
Q1 | $442K | Buy |
13,690
+300
| +2% | +$9.69K | 0.15% | 221 |
|
|
2016
Q4 | $423K | Buy |
13,390
+375
| +3% | +$11.8K | 0.14% | 231 |
|
|
2016
Q3 | $410K | Buy |
13,015
+2,020
| +18% | +$63.6K | 0.13% | 250 |
|
|
2016
Q2 | $350K | Sell |
10,995
-35,120
| -76% | -$1.12M | 0.11% | 257 |
|
|
2016
Q1 | $1.25M | Buy |
46,115
+11,875
| +35% | +$322K | 0.35% | 87 |
|
|
2015
Q4 | $992K | Sell |
34,240
-38,705
| -53% | -$1.12M | 0.29% | 104 |
|
|
2015
Q3 | $2.22M | Sell |
72,945
-15,035
| -17% | -$457K | 0.48% | 52 |
|
|
2015
Q2 | $3.48M | Buy |
87,980
+6,910
| +9% | +$274K | 0.7% | 22 |
|
|
2015
Q1 | $3.47M | Sell |
81,070
-40,037
| -33% | -$1.71M | 0.71% | 23 |
|
|
2014
Q4 | $5.57M | Buy |
121,107
+108,424
| +855% | +$4.98M | 1.12% | 2 |
|
|
2014
Q3 | $673K | Buy |
12,683
+10,258
| +423% | +$544K | 0.18% | 158 |
|
|
2014
Q2 | $127K | Buy |
+2,425
| New | +$127K | 0.04% | 498 |
|