Institutional & Family Asset Management’s ETRACS Alerian MLP Index ETN AMU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-8,300
| Closed | -$57K | – | 953 |
|
|
2020
Q3 | $57K | Hold |
8,300
| – | – | 0.01% | 270 |
|
|
2020
Q2 | $69K | Hold |
8,300
| – | – | 0.01% | 273 |
|
|
2020
Q1 | $48K | Hold |
8,300
| – | – | 0.01% | 278 |
|
|
2019
Q4 | $114K | Hold |
8,300
| – | – | 0.02% | 215 |
|
|
2019
Q3 | $122K | Hold |
8,300
| – | – | 0.03% | 197 |
|
|
2019
Q2 | $131K | Hold |
8,300
| – | – | 0.03% | 198 |
|
|
2019
Q1 | $133K | Hold |
8,300
| – | – | 0.03% | 211 |
|
|
2018
Q4 | $116K | Hold |
8,300
| – | – | 0.03% | 209 |
|
|
2018
Q3 | $143K | Hold |
8,300
| – | – | 0.03% | 225 |
|
|
2018
Q2 | $137K | Hold |
8,300
| – | – | 0.03% | 224 |
|
|
2018
Q1 | $125K | Buy |
+8,300
| New | +$125K | 0.03% | 210 |
|
|
2016
Q2 | – | Sell |
-18,460
| Closed | -$336K | – | 133 |
|
|
2016
Q1 | $336K | Hold |
18,460
| – | – | 0.13% | 105 |
|
|
2015
Q4 | $336K | Buy |
+18,460
| New | +$336K | 0.13% | 105 |
|