JWM
Janiczek Wealth Management’s Alerian MLP ETF AMLP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-2,850
| Closed | -$28K | – | 159 |
|
|
2019
Q2 | $28K | Sell |
2,850
-579,297
| -100% | -$5.69M | 0.01% | 88 |
|
|
2019
Q1 | $5.84M | Buy |
582,147
+51,422
| +10% | +$516K | 2.76% | 11 |
|
|
2018
Q4 | $4.63M | Buy |
530,725
+511,075
| +2,601% | +$4.46M | 2.35% | 11 |
|
|
2018
Q3 | $210K | Hold |
19,650
| – | – | 0.11% | 37 |
|
|
2018
Q2 | $198K | Sell |
19,650
-40,077
| -67% | -$404K | 0.1% | 39 |
|
|
2018
Q1 | $560K | Buy |
59,727
+25,326
| +74% | +$237K | 0.32% | 17 |
|
|
2017
Q4 | $371K | Buy |
+34,401
| New | +$371K | 0.2% | 27 |
|
|
2017
Q1 | – | Sell |
-8,150
| Closed | -$103K | – | 32 |
|
|
2016
Q4 | $103K | Buy |
+8,150
| New | +$103K | 0.05% | 37 |
|