JWA
AHGP
JFS Wealth Advisors’s Alliance Holdings GP,L.P. AHGP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-56,250
| Closed | -$822K | – | 651 |
|
|
2016
Q1 | $822K | Buy |
+56,250
| New | +$822K | 0.24% | 67 |
|
|
2015
Q4 | – | Sell |
-45,000
| Closed | -$1.39M | – | 576 |
|
|
2015
Q3 | $1.39M | Buy |
45,000
+10,000
| +29% | +$310K | 0.61% | 46 |
|
|
2015
Q2 | $1.37M | Buy |
+35,000
| New | +$1.37M | 0.7% | 35 |
|