KJWM
CBA
Kiley Juergens Wealth Management’s ClearBridge American Energy MLP CBA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-1,770
| Closed | -$13K | – | 784 |
|
|
2018
Q3 | $13K | Hold |
1,770
| – | – | 0.01% | 440 |
|
|
2018
Q2 | $13K | Buy |
+1,770
| New | +$13K | 0.01% | 406 |
|
|
2018
Q1 | – | Sell |
-1,770
| Closed | -$14K | – | 718 |
|
|
2017
Q4 | $14K | Buy |
+1,770
| New | +$14K | 0.01% | 422 |
|