Kays Financial Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $356K | Sell |
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|
2020
Q2 | $472K | Sell |
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|
2020
Q1 | $582K | Buy |
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|
2019
Q4 | $822K | Buy |
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|
2019
Q3 | $460K | Buy |
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|
2019
Q2 | $428K | Buy |
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|
2019
Q1 | $408K | Buy |
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|
2018
Q4 | $311K | Buy |
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|
2018
Q3 | $359K | Buy |
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|
2018
Q2 | $278K | Sell |
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|
2018
Q1 | $260K | Sell |
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|
2017
Q4 | $341K | Buy |
|