Klingman & Associates’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
Q1
Sell
2019
Q4
$5.25M Sell
2019
Q3
$11M Sell
2019
Q2
$12.4M Sell
2019
Q1
$13.2M Sell
2018
Q4
$11.7M Sell
2018
Q3
$23.5M Sell
2018
Q2
$23.1M Sell
2018
Q1
$24.5M Buy
2017
Q4
$26.2M Sell
2017
Q3
$27.4M Buy
2017
Q2
$28.1M Buy
2017
Q1
$29.5M Buy
2016
Q4
$28.1M Sell
2016
Q3
$28.2M Buy
2016
Q2
$28.1M Sell
2016
Q1
$24M Buy
2015
Q4
$25.6M Buy
2015
Q3
$14.9M Sell
2015
Q2
$19.5M Buy
2015
Q1
$21M Sell
2014
Q4
$22.6M Buy