JNBA Financial Advisors’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-540
| Closed | -$13.7K | – | 735 |
|
|
2023
Q4 | $13.7K | Hold |
540
| – | – | ﹤0.01% | 435 |
|
|
2023
Q3 | $13.3K | Sell |
540
-53
| -9% | -$1.31K | ﹤0.01% | 432 |
|
|
2023
Q2 | $13.6K | Hold |
593
| – | – | ﹤0.01% | 430 |
|
|
2023
Q1 | $13.2K | Hold |
593
| – | – | ﹤0.01% | 446 |
|
|
2022
Q4 | $12.9K | Sell |
593
-46
| -7% | -$1K | ﹤0.01% | 427 |
|
|
2022
Q3 | $13K | Hold |
639
| – | – | ﹤0.01% | 430 |
|
|
2022
Q2 | $12K | Hold |
639
| – | – | ﹤0.01% | 473 |
|
|
2022
Q1 | $13K | Hold |
639
| – | – | ﹤0.01% | 473 |
|
|
2021
Q4 | $11K | Hold |
639
| – | – | ﹤0.01% | 520 |
|
|
2021
Q3 | $12K | Hold |
639
| – | – | ﹤0.01% | 501 |
|
|
2021
Q2 | $13K | Buy |
+639
| New | +$13K | ﹤0.01% | 461 |
|
|
2014
Q4 | – | Sell |
-505
| Closed | -$27K | – | 595 |
|
|
2014
Q3 | $27K | Buy |
+505
| New | +$27K | 0.01% | 253 |
|