Jacobus Wealth Management’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | $677K | Sell |
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|
2017
Q2 | $1.06M | Hold |
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|
2017
Q1 | $1.15M | Sell |
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|
2016
Q4 | $1.15M | Sell |
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|
2016
Q3 | $1.17M | Buy |
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|
2016
Q2 | $1.17M | Sell |
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|
2016
Q1 | $1.03M | Buy |
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|
2015
Q4 | $1.08M | Buy |
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|
2015
Q3 | $279K | Sell |
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|
2015
Q2 | $408K | Sell |
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|
2015
Q1 | $496K | Buy |
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|
2014
Q4 | $532K | Buy |
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|
2014
Q3 | $520K | Hold |
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|
2014
Q2 | $513K | Hold |
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|
2014
Q1 | $456K | Buy |
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|
2013
Q4 | $372K | Buy |
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|
2013
Q3 | $324K | Hold |
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|
2013
Q2 | $338K | Buy |
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