J.P. Morgan Private Wealth Advisors’s Goldman Sachs MLP Energy Renaissance Fund GER Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
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|
2023
Q1 | $144K | Sell |
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|
2022
Q4 | $143K | Sell |
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|
2022
Q3 | $169K | Hold |
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|
2022
Q2 | $156K | Sell |
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|
2022
Q1 | $170K | Sell |
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|
2021
Q4 | $166K | Sell |
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|
2021
Q3 | $192K | Sell |
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|
2021
Q2 | $239K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $208K | Hold |
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|
2019
Q3 | $233K | Hold |
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|
2019
Q2 | $256K | Hold |
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|
2019
Q1 | $268K | Hold |
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|
2018
Q4 | $213K | Sell |
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|
2018
Q3 | $342K | Buy |
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|
2018
Q2 | $325K | Buy |
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