J.P. Morgan Private Wealth Advisors’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
Q1 | – | Sell |
-13,925
| Closed | -$191K | – | 1584 |
|
|
2019
Q4 | $191K | Sell |
13,925
-33,896
| -71% | -$465K | ﹤0.01% | 1408 |
|
|
2019
Q3 | $702K | Buy |
47,821
+18,249
| +62% | +$268K | ﹤0.01% | 888 |
|
|
2019
Q2 | $466K | Sell |
29,572
-9,631
| -25% | -$152K | ﹤0.01% | 1021 |
|
|
2019
Q1 | $628K | Buy |
39,203
+25,588
| +188% | +$410K | ﹤0.01% | 944 |
|
|
2018
Q4 | $191K | Sell |
13,615
-5,081
| -27% | -$71.3K | ﹤0.01% | 1347 |
|
|
2018
Q3 | $323K | Buy |
+18,696
| New | +$323K | ﹤0.01% | 1253 |
|