Institutional & Family Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,118
| Closed | -$20K | – | 849 |
|
|
2021
Q4 | $20K | Sell |
1,118
-11,327
| -91% | -$203K | ﹤0.01% | 372 |
|
|
2021
Q3 | $226K | Buy |
+12,445
| New | +$226K | 0.04% | 166 |
|
|
2020
Q3 | – | Sell |
-6,798
| Closed | -$90K | – | 909 |
|
|
2020
Q2 | $90K | Buy |
+6,798
| New | +$90K | 0.02% | 247 |
|
|
2018
Q1 | – | Sell |
-9,533
| Closed | -$262K | – | 851 |
|
|
2017
Q4 | $262K | Buy |
+9,533
| New | +$262K | 0.05% | 146 |
|
|
2016
Q2 | – | Sell |
-135,706
| Closed | -$3.93M | – | 131 |
|
|
2016
Q1 | $3.93M | Sell |
135,706
-1,297
| -0.9% | -$37.6K | 1.47% | 14 |
|
|
2015
Q4 | $3.97M | Buy |
+137,003
| New | +$3.97M | 1.48% | 14 |
|